Our Team

Dale C. Rogers

Founder & Chairman

Craig C. Rogers

Chief Executive Officer

Brian J. Mueller, CFP®, AIF®

Vice President & Chief Compliance Officer

Matt Lankford, AIF®

Executive Vice President & Chief Investment Officer

Kevin Smith

Senior Vice President & Controller

Mary M. Harte, QPA, QKA

Administrator

Melissa Childs, CPC, ERPA, QPA, QKA

Senior Vice President

Christopher S. Moore, CPC, QPA, QKA

Senior Vice President

Kate Brewer

Operations Specialist

Chris Manross, MBA, AIF®

Vice President

Dana Williams, AIF®

Investment Advisor Representative & IT Director