As a combat decorated Marine Veteran, having served for 8 years, I learned how important discipline is in developing a strategy and holding the course once you invest in a strategy. The principle and value of serving carried on into my financial career with the commitment to be of service to each one of my clients. I specialize in holistic financial strategies specifically for business owners. I help business owners integrate business and personal financial goals for optimal performance in areas of risks, investments, and business succession planning by utilizing a team of professionals specialized in each areas of business operations.
Licenses: Life/Health and Accident/Property/Casualty/Variable Annuities
FINRA Registrations: 7, 63 and 65
Roger has been a member or volunteer of the VFW, the American Legion, and the Marine Corps League.
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