About Roger
With 20 years of experience in banking and private wealth management, I am committed to helping individuals and families achieve their financial objectives through personalized strategies and expert guidance. My passion for the financial services industry was sparked early in life, as I watched my parents struggle to make sound financial decisions and witnessed the direct impact on our family’s daily life. This experience ignited my desire to assist others in navigating the complexities of personal finance, ultimately leading to a career focused on empowering clients with the knowledge and tools they need to make informed and confident financial choices.
Outside of my professional life, I have happily shared 29 years of marriage with my wife, Stephanie. We are proud parents of two wonderful children: Ryan, 25, who is currently completing his Ph.D. at Iowa State University, and Allyson, 21, who is pursuing her undergraduate degree at Cleveland State University. As a family, we cherish spending time together and enjoy activities that bring us closer, whether it’s embarking on outdoor adventures, cheering for our favorite sports teams, or volunteering in our community.
We are also avid animal lovers, sharing our home with our five-year-old golden retriever, Ivy, and our one-year-old cat, Sage. Our pets bring an extra layer of happiness and companionship to our everyday lives.
