Roger specializes in working with pilots and corporate professionals looking to accumulate, protect and safely enjoy their wealth in retirement. From constructing risk-managed investment portfolios to advising on how to make the most of employer plans and benefits, he helps clients strengthen their financial position and build a sustainable plan to maximize their financial resources.
Roger received an MBA in Finance from Loyola University Chicago and a Bachelor of Business Administration from Loyola University New Orleans. He is a CERTIFIED FINANCIAL PLANNERTM professional (CFP®), licensed investment advisor, licensed insurance representative, and member of the Financial Planning Association. Roger began his career in wealth management with Fidelity Investments, and most recently served as a Financial Planner and Registered Principal at LPL Financial.
Roger is a native of North Texas but has also lived in several places throughout the country. Outside the office, he enjoys spending time with his wife, traveling, exercising, volunteering and following various sports teams.
“Whether it’s preparing for retirement or other life events, making sound financial decisions requires individualized and thoughtful advice. I’m dedicated to applying a comprehensive approach, by learning what’s most important to you, and helping you navigate the path to your financial success and security.”