Roger has dedicated his professional life to helping people Plan Well and Invest Wisely for retirement. Over the past 24 years, he’s worked with families to develop and implement plans to work towards their goals. Most importantly, he’s been there to help them adjust as their life unfolded. He believes that education is a key element to making smarter financial decisions. He’s been married to his college sweetheart for 24 years. They have two teenagers (Spencer and Emma).