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 tax-smart financial planning, he helps clients build a sustainable plan and maximize their financial resources.
Roger received an MBA in Finance from Loyola University Chicago and is a CERTIFIED FINANCIAL PLANNER™. In addition to his education and CFP® certification, he is a licensed investment advisor, insurance licensed, and member of the Financial Planning Association. Roger began his career in wealth management with Fidelity Investments, and previously served as a Registered Principal and Financial Planner at LPL Financial.
Roger is a native of North Texas, but he has also lived in several cities across the country. Outside the office, he enjoys traveling, volunteering, and following various sports teams. Above all, he loves spending time with his wife and family.
“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 navigate the path to your financial success and security.”