Work History
Edward Jones
Edward JonesApril 2019 to Current
About Roger
Your goals are my priority as your financial advisor. Learning about what's important to you is how I serve.
Each of us asks the questions: "Am I doing the right things to get there?" and "Is there anything I'm not doing that I should?" I focus on learning about you and creating a strategy to help answer these questions to help you achieve your best life.
Personal finance can seem overwhelming for many of us because of unclear choices and the bombardment of information that is a reality for each of us. I will work alongside you to provide an objective...
Each of us asks the questions: "Am I doing the right things to get there?" and "Is there anything I'm not doing that I should?" I focus on learning about you and creating a strategy to help answer these questions to help you achieve your best life.
Personal finance can seem overwhelming for many of us because of unclear choices and the bombardment of information that is a reality for each of us. I will work alongside you to provide an objective...
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Insurance & Annuities
Work History
Edward Jones
Edward JonesApril 2019 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Education
Bellarmine University
Bellarmine UniversityMaster of ScienceUniversity of Louisville
University of LouisvilleBachelor of Business Admin
Education
Bellarmine University
Bellarmine UniversityMaster of ScienceUniversity of Louisville
University of LouisvilleBachelor of Business Admin
Team Members
Teresa GlosserBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
LouisvilleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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