Since 1991, Roger's level-headed, prudent approach to working with clients has helped them make some of the most important decisions of their lives easier. There is no one-size-fits-all answer when it comes to planning for the future, but by building personal relationships with each of his clients, Roger finds creative solutions to help each one retire the way they want.
With over 27 years of experience, he gives personalized direction to each client based on what he would do for his own family. To put it simply, Roger enjoys helping people and wants to help them avoid the common pitfalls that can come with planning. Through collaborating with specialists inside and outside the office, Roger uses his strong work ethic and extensive experience to teach clients how to be smart with their money. By employing tax efficient investing strategies, managing expenses, adding value, and helping clients with more than just their money, Roger has become a trusted advisor and friend to his clients.
Roger earned a bachelor's degree in business from University of South Dakota, and has continued his professional education, earning several designations including ChFC, RICP, and Retirement Planning Specialist. Since then, he has been the recipient of many honors, include the Gene Helton Award, which is the Advisor of the Year honor from NAIFA-Central Iowa. Roger has been married to his wife, Susanne, for 29 years, and they have three children. Ryan is a financial professional growing his business while working with Capital Strategies. Haley is a first-grade teacher in the Southeast Polk Community School District. She married Christian Rogers in 2016, and recently had a son, Jack. Pete is a junior at the University of Iowa, majoring in journalism, and is sports editor of The Daily Iowan. In his free time, Roger enjoys hunting, golfing, and spending time with his family.
Securities
offered through AXA Advisors, LLC (212-314-4600), member
FINRA/SIPC.
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