About Two Waters Wealth
Meet the Team That's Here to Help You Retire Better
Our Backstory
Jason Rindskopf, WMCP®, RICP®
Founder, Lead Advisor
Jason is the founder of Two Waters Wealth Management, author of "Survive the Crash", and creator of the SMART Retirement Blueprint®, our proprietary planning process designed to help retirees maintain their lifestyle, protect their loved ones from sudden change, and preserve their independence. He's a Wealth Management Certified Professional (WMCP®), Retirement Income Certified Professional (RICP®), a licensed investment advisor, and carries 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.
Jason’s approach is rooted in life-centered retirement planning, helping our clients to connect the dots between their money and a fulfilling retirement experience. His mission is simple: help you retire with clarity, confidence, and a plan designed to facilitate a rich retirement experience with the people you love.
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
Director of Operations
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.
Outside of work, Aimee enjoys an active lifestlye, serving on multiple non-profit boards, and spending time with her husband JT, their twin girls, Kaelyn and Parker, and their ever growing homestead in the mountains of North Carolina.
Cory Rindskopf
Director of Client Experience
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 he career in the financial service industry as a Marketing Associate, before leaving the corporate world behind to chase her entrepreneurial dreams. Cory founded Bells Box Collective in 2015, establishing it as a staple hub of Lake Norman.
Outside of work, Cory is active in the Lake Norman community, looking for any excuse she can find to flex her creative muscles, when she's not spending time with Jason and their son, Jax.
Our Asset Management Partners
The Team at Aptus Advisors
JD Gardner, CFA & CMT
Founder | Chief Investment Officer
David Wagner III, CFA
Head of Equity | Portfolio Manager
John Luke Tyner, CFA
Head of Fixed Income | Portfolio Manager
Mark Callahan
Head of Trading | Portfolio Manager
Matt McGowen, CAIA
Strategic Consulting
Tenzin Phuntsok, CFA
Trading | Options Analyst
Celebrating with Our Clients
Contact Us
Call us at: (704) 275-2500
Email us at: [email protected]
Huntersville Office:
9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078
Hickory Office:
1333 2nd St NE
Suite 304B
Hickory, NC 28601
Virtual: We serve client families across the US
© 2025 Two Waters Wealth Management.
Investment advisory services offered by Signal Advisors Wealth, LLC ("Signal Wealth"), an SEC Registered Investment Adviser.
Two Waters Wealth Management and Signal Wealth are not affiliated companies. Licensed Insurance Professional. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or protect against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Past performance may not be used to predict or project future results.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Privacy Policy | ADV 2 | CRS