Where did you grow up and where do you live now?
Born in Pasadena California, I moved to Tyler, TX in 1979. I made my home in the Fort Worth area in 2005 and currently reside in Keller, TX.
How did you end up at Rogers Wealth Group?
I went into wealth management because I wanted to be armed with an understanding of investing and markets. I take pride in helping clients avoid financial mistakes and guiding them on a path to achieving their financial goals.
What do you want people to know about Rogers Wealth Group?
The fact that we provide turn-key retirement plan services in-house and farm nothing out is truly a rarity. Our role as fiduciaries promotes a client-first approach to garner long-term relationships which are paramount to the success of a fee-only advisor. Simply put: our success directly correlates to the success of our clients.
Licenses
General Lines Agent – Life, Accident, Health and HMO and Long Term Care Partnership
Series 65
Education
University of Mississippi, University of North Texas, Liberal Arts
