For over 35 years, Roger’s mission has been to make a positive difference in the lives of others. He helps his clients accumulate, protect, and distribute their wealth by developing an understanding of the client’s unique goals and circumstances. He is experienced in managing investment portfolios and works with a number of individual 401(k) clients. Many of his clients work as real estate professionals and Roger is knowledgeable in addressing their specific needs and goals.
To better serve his clients, Roger received the Chartered Life Underwriter®, Chartered Financial Consultant®, and Life Underwriter Training Council Fellow® designations through the American College of Financial Services in Bryn Mawr, PA and attended Nettleton Business College in Omaha, NE.
Roger lives in Creve Coeur, MO with his wife, Marion. They enjoy spending time with their six children, eleven grandchildren, and two great-grandsons. Roger is a former long-distance runner and is proud to have run the first of six marathons at the age of 55. Roger enjoys golfing, walking, and reading in his spare time.