Roger is a retired wealth management Managing Director and Certified Financial Planner with a long history of successful financial and human capital management. In his Managing Director role, he led a team of credentialed professionals in the investment of a multi-billion-dollar securities portfolio for a select group of high-net-worth families. Focusing on multi-generational planning, Roger customized wealth plans for each client’s unique situation helping families explore the true meaning of wealth.

In addition to his professional achievements Roger has been very involved in the philanthropic community. His board work includes the Atlanta Botanical Garden, Metropolitan Atlanta Red Cross, Girl Scouts of Greater Atlanta, and the Atlanta Youth Academy. His community involvement also includes work on the Brown University President’s Council on Diversity, Alpha Phi Alpha Fraternity, Inc., Greater Atlanta Philanthropic Advisor Leadership Institute, City of St. Petersburg Social Services Allocation Committee and Academy Prep Center for Education of St. Petersburg.

Roger graduated from Brown University with a BA in Political Science, and from McQuaid Jesuit High School where he adopted and maintains a commitment to the Jesuit motto, “Men for Others.”  He is married to the love of his life, Jennifer, and they have two incredible children. On most days you can find Roger and Jennifer in the community enjoying all that St. Pete has to offer.