Roger is 3E's founder and began his career in the financial services industry in 2001. He created 3E with the mission of helping his clients achieve their vision of what financial independence means to them and their families. He works with multiple generations who often live around the country and he has the full support of Raymond James' technology platforms and back office.
Roger has expertise in comprehensive financial planning and investment management services, and strives to establish the open, trustworthy relationships that allow clients to feel at ease throughout the financial planning process.
Highly knowledgeable in his field, Roger is a Certified Financial Planner™ professional (CFP), one of the most respected financial planning credentials among consumers and the recognized standard of excel-lence in personal financial planning.
As a Certified Investment Management Analyst (CIMA), Roger passed extensive proctored examinations designed by the Investment Management Consultants Association (IMCA) in combination with coursework at the Wharton School University of Pennsylvania. The CIMA certification is one of the most valued certifi-cations in the wealth management industry as today's investors expect a level of knowledge and care that is above and beyond what is required. As a CIMA professional, Roger applies advanced investment theory when assisting his clients with their investment decisions.
Roger also holds the Chartered Financial Consultant® designation (ChFC), which requires coursework on all aspects of financial planning from The American College, as well as adherence to strict ethical stand-ards and extensive experience requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/lists/best-in-state-wealthadvisors/?sh=181ba856ab97 for more info.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.