Roger is a wealth and retirement advisor with Raintree Wealth Partners. He brings over 35 years of management and financial experience to his role. He earned his BA degree from Tarkio College and an MBA from the University of Utah. In addition, he holds the series 7, 63, 65 and 24 securities registrations with LPL Financial and is registered in several states.
Roger's investment philosophy is based on a thorough understanding of his client's financial objectives and their short and long-term goals. He believes that a patient, practical, long-range view of investing helps to consistently yield the best financial results. Additionally, he recognizes that each client has his own unique financial objectives, risk tolerance, retirement goals, and income objectives and works closely with each client to provide oversight of their investment portfolios.
In his free time, Roger enjoys spending time with his wife, Ginny, his daughters, and 2 grandchildren. He resides in Cave Creek, but heads north to Flagstaff during the summers to escape the heat. He is an avid golfer – and enjoys traveling to new destinations.