Roger is a featured host on WMT 600AM's Premier Financial Hour, which airs Tuesdays at 6:00pm.
He is also an executive producer and co-host of Financial Perspectives, a 30 minute financial
education program that airs Sundays at 11:30am on KCRG Channel 9.
As an independent financial advisor, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help achieve those goals.
With over 15 years of experience in the investment and insurance industry, Roger has an extensive background in risk managment, estate planning, investment planning and working with high net worth individuals. Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses as well as his health & life insurance license.
Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state.
Roger currently resides in Marion, Iowa with his wife, Megan, and their daughter, Blakely. In his free time he enjoys spending time with family, traveling, fishing, hunting, hiking and golfing.
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Registered Investment Advisor
Investment Advisor Representative
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BBA - Finance