Family

• Wife ... Diane
• Daughters … Kaitlin & Natalie

Education:

• 1979 – Bachelor of Science, Iowa State University

Professional Credentials:

• Series 7 General Securities Representative *
• Series 63 Uniform State Law registrations *
• Series 65 Investment Advisor Representative (IAR)*
• Life & Health Insurance license

* Registrations are held through LPL Financial

Making A Difference:

Taking care of other people and their families has been a full-time job for Roger for more than 30 years. As a values-based planner, Roger believes in living out his Christian faith through his work, going the extra mile to help clients make the most of their financial options.

Finding Confidence:

Roger understands his clients’ concerns as they plan for and live in retirement. He is committed to helping people develop strategies for pursuing portfolio income, growth and security.   Roger offers a wide variety of investments from stocks, bonds, mutual funds, IRAs, fee-based accounts, variable annuities and insurance products.

A Caring Friend of the Family:

Having a qualified investment representative who cares about your needs can make all the difference in your financial future.  Roger is a knowledgeable professional who understands your needs for confidence and financial independence.  Call or email him today to set up a consultation.

Team Advantage:

Independently Impressive and Together Extraordinary. Roger is part of the Wealth Management Team, located at iRetire Financial™ by Huck Financial, LLC in Council Bluffs, IA. With numerous years of combined experience we are here to help you with your important financial decisions – we will be here tomorrow to help you monitor and keep you on track for your financial future.