With 40 years of experience, Roger is an expert in holistic wealth management and financial planning. He started his career with Smith Barney in 1983 and joined Baird in August of 2010.
Roger holds a Certified Portfolio Manager (CPM®) designation and has over 20 years experience in portfolio management
Additionally, Roger earned a Certified Private Wealth Advisor (CPWA®) certification. He is responsible for the development and implementation of a comprehensive financial plan that serves as the foundation for a personalized retirement strategy.
Roger is a graduate from the University of Alabama.