Welcome to Alexander & Kennedy Financial Group

“Helping clients is not just a business to me – it’s my life’s calling. I firmly believe that attention to faith, family and finances will get you in touch with your calling as well.”

Our firm’s founder, Roderick Liptrot, is passionate about helping clients transition successfully into retirement. He strives to build long-term relationships on a solid foundation of mutual respect, dedication and retirement knowledge. Roderick takes time to listen to his clients and develop custom income strategies to help their specific retirement challenges. With nearly three decades of retirement services experience, he believes his success as an insurance professional is measured by his ability to help clients achieve their retirement goals. 

Roderick founded Alexander & Kennedy Financial Group in 2011 because he felt called to deliver a higher level of retirement planning services to his select client base. Prior to starting the firm, he was a managing director at Prudential Financial in Cleveland, Ohio. His past experience also includes serving as a channel head for independent agents at Nationwide Financial, as a vice president of sales at Genworth Financial and as regional sales manager at GE Financial. Roderick began his financial services career as a financial planner at Prudential Financial, after serving for five years as a commissioned officer in the United States Navy. 

As a life-long learner, Roderick earned a bachelor’s degree in investment finance from UAB, participated in the Leadership Development Program at John Hopkins University, and attended Financial Planning School at the University of Baltimore. In 2020, he earned his Life and Annuity Certified Professional designation and holds more than 28 years of experience developing tax-advantaged income strategies. As an LACP certification holder, Roderick demonstrates his knowledge, experience, and commitment to ethical practice in the area of life insurance and annuities, giving his clients confidence in his financial guidance.

Roderick strongly believes in giving back to his community and is an active supporter of the following organizations. 

• The National Association of Insurance and Financial Advisors’ (NAIFA) Atlanta Chapter – Membership Chair
• Tua Foundation Advisory Committee – Committee Member
• HBCU Legacy Bowl – Corporate Sponsor
• The University of Alabama at Birmingham – Director
• The University of Alabama at Birmingham – Class of 2022 UAB Excellence in Business Top 25
• Who’s Who 2022 NAIFA Atlanta – Honoree

To further his commitment to supporting The Sales Leadership Program at the University of Alabama at Birmingham, Roderick is a co-founder of the Roderick and Demetrius Liptrot Endowment Fund.

Roderick is happily married to his wife of 30 years, Kimberly. They have two grown children, Roderick Alexander II and Ryan Kennedy, who served as the inspiration for naming the firm. When not in the office, Roderick is likely devoting time to his family and church.