3600 1st Ave NE
Ste 100
Cedar Rapids, IA 52402
319-363-3811
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 Representative
Investment Advisor Representative
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BBA - Finance