Where did you grow up and where do you live now?
I grew up in Abilene, TX and currently live in Tolar, TX
What made you want to become a plan administrator?
I found myself following in my parents footsteps. My father was an oil and gas accountant and my mother worked in the Qualified Plans division of the Trust Department at one of the local banks.
What do you want people to know about Rogers Wealth Group?
We are a family owned business that treats our clients as an extension of that family. Our services are all done in-house where we collaborate on all facets of the Qualified Plan and Wealth Management experiences. Our one-stop comprehensive approach ensures swift and responsive solutions for our clients’ needs.
B.S. – Purdue University