Since 1992, Roger has guided individuals towards informed financial decisions tailored to their goals. With a personalized approach, he offers a wide range of services, including retirement planning, asset allocation analysis, and insurance solutions. For business owners, Roger provides retirement plans, group insurance, and educational workshops for employees. Renowned for expertise and reliability, his firm offers customized strategies to help clients secure their financial future. Contact Roger's office at 515-243-4000 for a free consultation.
Professional Designations
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
Licensure
- Series 7 - General Securities Representative
- Series 65 – State Uniform Investment Adviser
- Series 63 – State Uniform Securities Agent
- Series 24 – General Securities Principal
- Licensed Life and Health Insurance Agent