Rodger Johnson has been a leader in the financial services profession since 1978. He is the founder and partner of Capital 5 Family Wealth and has been a financial professional with New York Life since 1981. He has dedicated over four decades to helping clients achieve holistic financial well-being.

Rodger holds multiple designations from The American College of Financial Services, including Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisor in Philanthropy (CAP®), Certified Financial Planner (CFP®), and Retirement Income Certified Professional (RICP®), as well as a Master of Science in Financial Services (MSFS). As a lifelong advocate for education, he has facilitated CAP® classes in Tyler and Dallas, guiding over 250 professionals in deepening their understanding of philanthropy.

Through The Bigger Conversations™, Rodger helps clients explore their “why” integrating the five forms of capital; financial, human, social, intellectual and spiritual capital to create purposeful, lasting legacies.

Rodger is a nationally recognized speaker on estate and business succession planning. He also has served as President of New York Life’s Advisory Board, Vice Chair of The American College President’s Advisory Council, and Vice Chairman of Advancement for the East Texas Crisis Center. He has also served on multiple boards, including the Bullard Education Foundation and the East Texas Estate Planning Council.

Rodger has consistently been recognized by New York Life as one of the top-producing financial professionals in the company and has been inducted into The American College Alumni Hall of Fame.  Rodger is featured in Marquis Who’s Who and Forbes Best in State (Texas) Top Financial Security Professionals. Deeply rooted in his community, he serves as Music Director and Sunday School teacher at Grace Baptist Church in Tyler, where he and his wife, Crystal, have been active members since 1978. They live in Bullard, Texas, and cherish time with their grandchildren.

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/