For more than a decade, Roger has used his financial services prowess to help families in North Carolina and throughout the U.S. achieve the lifestyle they’ve always dreamed of. Each phase of a family’s life has different financial needs. Sometimes you need life insurance, and sometimes you need a safe, but powerful place to save and grow extra money. Eventually, you’ll need retirement income and estate preservation strategies.
Roger understands this cycle well and has been a trusted professional to many families who appreciate a “commonsense approach” that looks out for their best interests—not the best interests of a company’s bottom line.
Prior to beginning his financial services career, Roger spent 21 years in the engineering industry as a toolmaker and designer, where he was trained to always seek a better way and to always listen to a worker’s (now client’s) situation. It is in his blood to always ask why things are done a certain way and what the long-term consequences of a particular strategy will have on the outcome versus the intended purpose. This type of thinking and resourcefulness is exactly what families need from their financial strategist. Not handling the end-game properly can be very costly.
Roger grew up in North Carolina, the youngest of five Baby Boomers in a military family. He is an avid athlete and three-year letterman in two sports; football, track and field. He still loves working out, mountain biking, hiking, skiing, and playing tennis. He is also a voracious reader and a lifetime learner. Roger and his beautiful wife, Jennifer, live in Fayetteville, NC, where they are members of the local church. They have four grown children and four grandchildren. Faith and family are very important to him.