Branch Manager
CERTIFIED FINANCIAL PLANNER™
Roger L. McCoy is a CERTIFIED FINANCIAL PLANNER™ professional. He has more than 30 years of experience in the financial planning and investment management profession. Roger received the CFP® certification in 1984 and has applied his experience and expertise to assist many individuals, nonprofit organizations, and corporations in achieving their personal and business goals. He is a member of the Financial Planning Association and affiliated locally with the FPA of Greater Kansas City.
Roger earned bachelor’s and master’s of science degrees in agricultural economics from the University of Missouri. During the five years he was a farm management specialist for the University of Missouri Extension Service, he taught tax and estate planning and provided planning and farm management guidance. The farm planning principles of setting goals, evaluating available resources, and then effectively using those resources to achieve the desired objectives, are the same for financial planning. He has also taught investment management at William Jewell College in Liberty, Missouri.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
