As a Certified Financial Planner (CFP™), he serves the financial planning and investment advisory needs of high net worth clients as well. He is an accomplished speaker, providing financial education sessions for his retirement plan clients and other organizations.
Roger has taught almost 50 credit hours in finance and accounting at Roosevelt University in Chicago. He served as a Visiting Assistant Professor of Finance during the 1999-2000 academic year. He was retained by the University to assist in the development of a CFP™ education curriculum. Roger has served as a financial seminar leader for the International Accounting firm of Ernst & Young.
He has spoken to a number of groups on investment topics and financial planning, including the Managed Futures Association, the Institute of Management Accountants, and several local chambers of commerce. He served as a member of the Planned Giving Committee of the College of Lake County Foundation, and is active in his local Rotary club.
Roger holds an MBA degree from Marquette University and a bachelor’s degree in Finance from the University of Wisconsin-Oshkosh. Prior to becoming an investment consultant, Roger held senior-level financial positions with several companies..