Roger began in the financial investment industry in 2010, after many years in automotive leasing. Many of his past clients and co-workers have become very satisfied investment clients as Roger found his true calling, in helping others find their financial destination.
Roger takes the complication out of investing; along with his country humor, simple approach and his relentless service, his clients are at ease knowing their best interests are his top priority.
Think of investing as a financial flight. You should have a destination in sight, a time frame, and a solid plan to get there, in 5 or 25 years. Is your flight off track? Have you or your investments been circling the financial airport for what seems like years, haven't heard from your advisor/ captain lately? Let me and my crew of experts map out your plan with you, get you off the runway, reach the right speed, altitude and direction that you are comfortable with, market turbulence may happen but keep it minimal and on track so that you can reach that secure financial destination that you worked hard, planned for and deserve.
Roger has a daughter in her 20's, and while she is his favorite client, he treats all of his clients with a fatherly care. Roger enjoys sports management, has taken some Spanish, but his biggest passion aside from investments is writing screenplays. Roger has written several, placing high in contests such as Sundance, and is always working on the next one.