Special Guest on the
Leader's Lab Podcast
Born and raised in New York, Roger takes pride in being immersed in the community in which he lives and works. Since 1999, Tampa Bay, FL has been home.
Roger places a great focus on financial education, as he began his career as a champion and advocate for financial literacy. In working with physicians, dentists, consultants and family owned businesses, Roger plays an active role in bringing a fresh perspective to the financial conversation in America.
He spends a great deal of his time working with CPA professionals/ Enrolled Agents, SBA lenders, hosting and speaking at retreats and associations in providing workshops and seminars and teaching others how to engage people as it relates to finances.
Roger is a trailblazer in financial literacy education and is extremely passionate about setting an example and moving the needle in an industry where people are often underrepresented and underserved in creating sound financial strategies.
Roger believes in empowering his clients to have a seat at the table regarding their financial matters and engaging in the crucial conversations necessary to take control of their financial future. He currently specializes in creating financial strategies for primary decision makers, helping lead them to a path of financial wealth, empowerment and peace. Roger takes a holistic approach to financial services and truly believes in focusing on the overall wellness of his clients.
As a graduate of Coe College with a Bachelor’s Degree in Business Administration, he also holds Series 6 and 63 licenses as well as life and variable insurance licenses. He is a board member of the Secured Finance Network of Tampa Bay which empowers lenders and those seeking capital with tools and resources necessary to provide capital to businesses throughout the Tampa Bay area.
Roger is also involved with Junior Achievement of Tampa Bay, an organization near and dear to his heart.
In his spare time, Roger enjoys spending time with friends and family, reading, listening to audiobooks and podcasts, playing soccer and trying new foods and travelling to new places.
His ultimate goal is to create a network and community of financially savvy individuals, who can in return, continue to educate and empower one another throughout the various stages of life.
Vision + Goals + Strategies = Your Compass.
Let Roger be your guide in your financial journey and connect with him on LinkedIn.