Our goal at Strategic Investment Management is to help you more fully enjoy your life through personalized, thoughtful and prudent financial strategies. That’s why Strategic Investment Management works closely with clients to build long-lasting partnerships that allow us to create customized investment programs to help transition through all stages of life.
As an independent financial advisor for the clients of Strategic Investment Management, Roger is a specialist in helping individuals implement strategies to achieve financial independence by their desired age and helping small business owners meet their fiduciary responsibilities as the plan sponsor for their company’s 401(k).
Roger is a graduate of Brooklyn College with a BA in Television and Radio. . He currently holds the designation of Accredited Investment Fiduciary – AIF®. He is dedicated to furthering his knowledge in finance and spends numerous hours per year in continuing education.
Roger currently serves on the Board of Directors of Council on At Risk Youth (C.A.R.Y). He is a member of, National Association of Black Accountants.
James has a Bachelor’s degree from Texas Tech University in Personal Financial Planning. He holds the Series 65 securities license. Prior to joining Strategic Investment Management and while in school James worked at Lubbock National Bank as a Lead Teller.