Richard Rodgers

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Based in the Dallas-Fort Worth area, Richard Rodgers is the founder of Dannah Investment Group, LLC, an accomplished chief executive and an entrepreneur with 33 years of experience at some of the largest automotive groups in the U.S. and at the world's sixth-largest corporation. His extensive experience in financial management, investing, insurance, and risk management provides him with expertise in working with individuals and businesses on their financial needs.

Richard began his executive trajectory at Penske Automotive Group, where he served as chief financial officer. In this role, he managed a 5,000-unit in-house lease fleet and later developed a comprehensive accounting system to track transactions after the company sold the fleet but retained its servicing operations. During his tenure, he successfully led more than 20 mergers and acquisitions, establishing himself as a results-driven leader in financial management and operations.

Following his time at Penske, Richard held senior executive positions at other high-profile organizations, including Galpin Motors and CarsDirect, where he expanded his leadership in dealership operations, financial strategy and corporate governance.

He went on to serve as vice president, chief financial officer and equity partner of a $400 million auto group in Southern California, where he oversaw the financial operations of six dealerships employing more than 500 people. There, he established three captive insurance companies and consolidated business offices into a single centralized operation. He also spearheaded the implementation of a digital archiving system that he designed, effectively eliminating the group’s reliance on physical records.

Beyond his automotive leadership, Richard is the founder and original chairman of CMF International (Christian Missionary Fund), a registered 501(c)(3) nonprofit that supports missionaries worldwide. Under his guidance, the fund has grown to more than $100,000 in assets. He’s also the founder and chairman of the board of Dannah Investment Group, LLC, which he founded in 2009. The group consists of Dannah Insurance Solutions, LLC, Dannah Capital Partners, Dannah Executive Fund, Captisure and Certannuity—separate entities founded to provide creative insurance solutions to employees, offer secure 401(k) plans, manage captive insurance companies and provide efficient risk management for auto dealers and medical professionals.

Richard earned dual Bachelor of Science degrees in accounting and computer science from Azusa Pacific University. He is licensed as a Registered Investment Advisor Representative (Series 65 and 63) with Kingswood Wealth Advisors, LLC, and holds a Series 7 license with Kingswood Capital Partners, LLC. Richard maintains life, accident, health, property and casualty insurance licenses, holds a Captive Insurance Management Accreditation from the University of Vermont and the International Center for Captive Insurance Education (ICCIE) and has been recognized as a licensed captive manager in the State of North Carolina.