Roger is primarily a fee-based financial advisor. He specializes in working with individuals who are nearing retirement. Roger enjoys personally creating and implementing financial plans for his clients. Through this process his clients can go into retirement with confidence that they have a plan in place. Since 2008, he has been providing clients with comprehensive wealth management solutions. Roger is also a CERTIFIED FINANCIAL PLANNER™.
Roger is active within his local Alumni association, as well as other organizations in the community, including the American Heart Association, Lions Club International and the Sharon Lynne Wilson Center for the Arts. He is a Wisconsin native and an avid Badgers fan. He enjoys spending time with his family, the outdoors, golfing and a variety of other sports. Roger lives in Sussex with his wife, Brittany, and their three sons.