Where did you grow up and where do you live now?
I grew up in Aurora, CO and currently live in Keller, TX
How did you end up at Rogers Wealth Group?
I started my financial career at a small local bank in Denver CO in the late 90’s. I went on to work for Merrill Lynch, UBS and JPMorgan Chase training as a Financial Advisor and working as a relationship manager in municipal bonds. After experiencing the sales environment of a large wirehouse, I knew I wanted to develop long term relationships with clients rather than selling them whatever I could.
What do you want people to know about Rogers Wealth Group?
Rogers Wealth Group’s objective is to develop client relationships built on trust, communication, and shared values. We are focused on providing our clients with the confidence they need to achieve their financial goals without fear or regret.
BSBA Colorado State University – Pueblo