Where did you grow up and where do you live now?
I grew up in Wichita Falls, TX and now reside in North Richland Hills, TX.
How did you end up at Rogers Wealth Group?
Working for various firms across Dallas and Fort Worth, I would often be tasked with sorting through proposals for retirement plan administrators. Through the years, I began to come across a company called Rogers Wealth Group. The value that Rogers Wealth Group offered led me to transfer my current company’s 401(k) plan to their services. From an external perspective, I witnessed firsthand the exceptional offerings. In 2008, Dale Rogers asked me to come on board the Rogers Wealth Group team and it has been a great relationship ever since.
What do you want people to know about Rogers Wealth Group?
Getting to see how Rogers Wealth Group operates from a client perspective ,as well as an employee perspective, shows me that they truly treat their clients like family. We put the needs of our clients first, and won’t stop until their needs are met.
Education
B.B.A. – Accounting
Midwestern State University