The People Behind Your Plan
A dedicated team committed to helping you retire with clarity, confidence, and a plan designed to facilitate a rich retirement experience.
Fiduciary Standard
We are legally and ethically required to act in your best interest — always.
Life-Centered Planning
Connecting your money to what matters most — your family, your health, your legacy.
Family Focused
Serving client families across the Carolinas and the United States.
The Two Waters Wealth Team
_178b2c07.jpg)
Jason Rindskopf
WMCP®, RICP®
Jason is the founder of Two Waters Wealth Management, author of "Survive the Crash," and creator of the SMART Retirement Blueprint®. He is a Wealth Management Certified Professional (WMCP®), Retirement Income Certified Professional (RICP®), a licensed investment advisor, and holds the Fiduciary Standard.
Prior to founding Two Waters Wealth Management in 2018, he spent the first 13 years of his career working with over 1,000 financial advisors from across the country, advising on more than $1 billion in retirement plan assets during that time.
Outside of the office, Jason's biggest passion is creating new memories with his wife, Cory, their son Jax, and their wild chocolate lab puppy, Mac.
Aimee Fink
Aimee helps keep Two Waters Wealth running at full speed, drawing on 30+ years of operational leadership in top financial institutions like USAA, Wells Fargo, and Bank of America.
She's an expert at turning strategy into action, streamlining processes, and ensuring our clients receive a seamless, high-quality experience at every touchpoint.
Cory Rindskopf
Cory is the creative heartbeat of Two Waters Wealth, running our client appreciation events and bringing a special touch to our experience that we believe is second to none.
She started her career in the financial services industry as a Marketing Associate, before leaving the corporate world to chase her entrepreneurial dreams. Cory founded Bells Box Collective in 2015, establishing it as a staple hub of Lake Norman.
Celebrating with Our Clients
Retirement is worth celebrating — and so is the journey to get there. We believe the relationship we build with our clients goes far beyond the numbers.
Charlotte Knights Night
Client Appreciation Night at Truist Field
Memories that last a lifetime
Welcomed by name at Truist Field
Front-row view of the Charlotte Knights
Cooking Class Event
Cooking, laughing, and making memories
Hands-on fun at the cooking class
Proud of what they made
A great team in the kitchen
Seared to perfection
Client Appreciation Dinner
Client Appreciation Dinner at Café Rule
"Thank you for growing with us" — Jason & Cory
Every guest, personally recognized
A personalized welcome at every seat
Wine Tasting Event
Two Waters branded glasses ready for the evening
Cheers — to a retirement well planned
Every event, thoughtfully catered
Every detail considered, every guest welcomed
An evening of learning, connection, and great wine
Family is at the heart of everything we do
The Details That Make It Special
Every detail, personalized
Engraved with each client's name
Custom candles, hand-poured for our clients
Personalized cookbooks for every guest
Branded keepsakes for every guest
Southern hospitality in every box
A warm welcome at every event
Jason welcoming clients to the event
Personalized down to the last detail
A gift for every guest, by name
Personalized cutting boards for every guest
Thoughtful gifts that go home with every guest
"We came for the financial plan. We stayed for the community." — Two Waters Client
Aptus Capital Advisors
We partner with Aptus Capital Advisors — an independent, SEC-registered investment advisor — to deliver institutional-quality portfolio management for our clients. Their team of CFA charterholders brings deep expertise in equity, fixed income, and risk management.
JD GardnerCFA & CMT
Founder | Chief Investment Officer
David Wagner IIICFA
Head of Equity | Portfolio Manager
John Luke TynerCFA
Head of Fixed Income | Portfolio Manager
Mark Callahan
Head of Trading | Portfolio Manager
Matt McGowenCAIA
Strategic Consulting
Tenzin PhuntsokCFA
Trading | Options Analyst
Let's Build Your Retirement Blueprint Together.
Schedule a complimentary Retirement Brainstorm Session. We'll explore your goals, identify gaps in your current plan, and show you what a SMART Retirement Blueprint® could look like for you.