Roger started in the financial services industry more than thirty years ago with the goal of providing unbiased, objective financial advice and investment management. He knew that if he adhered to these principles, hired and trained the right people, and kept his clients’ interests at the heart of all he does, he’d enjoy success.

Roger has enjoyed meeting with existing and prospective clients over the years, helping build Legacy Financial Advisory into the firm it is today. He counsels clients on many complex areas of financial planning and investing, helping them to achieve their long-term goals and simplify their lives.

Roger is a competitive amateur golfer and a dedicated husband, father and grandfather.