Strategic Investment Management
As a Financial Advisor, Roger oversees Strategic Investment Management’s business development and client service initiatives.
With more than 26 years of experience in the financial services industry, Roger works closely with clients to understand their situations, motivations, and objectives before crafting a coordinated asset strategy that speaks to their unique needs. Individuals, families, and small business owners turn to Roger for his expertise in retirement planning, and risk management. His deep commitment to helping them make the most of their assets has earned him the loyalty of a longstanding client base.
Things to know about Roger
Roger has worked at Chatfield Dean Investment Bankers, Waterhouse Securities (TDAmeritrade), and Charles Schwab & Co.
Roger lives in Round Rock, Texas, with his wife, Eva, and three kids: his daughter Cameron and two sons Ryan and Reese.
Roger enjoys playing sports and learning to sail.