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 PLANNERTM professional. In addition to his education and CFP® certification, he is a licensed investment advisor, insurance licensed, a member of Smith Anglin’s Investment Policy Committee, Smith Anglin’s Internship Committee, and the Financial Planning Association. Prior to joining Smith Anglin, Roger 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.