Roger is a partner of Legacy Consulting Group and specializes in helping clients define, articulate and develop their unique Financial Life Plan. This holistic approach is especially effective for people dealing with the transitions of life (retirement, loss of a spouse, divorce, sale of a business, financial windfall, career change, inheritance, etc.). Our processes and tools allow us to lead our clients through the human dynamics of financial change and to give them fiscal peace of mind. He is particularly skilled at guiding his clients through a complex maze of alternatives to provide practical solutions that fit each client’s particular needs, empowering his clients to make better decisions about their wealth. As a strategic thinker, he incorporates logic and empathy when working on a client’s financial plan. Strategic thinking is about exploration, and he challenges himself to question both the familiar and new. He believes every client is different and has unique financial circumstances that sometimes require out of the box thinking to identify the best solutions.
Roger received his BBA in Finance from Abilene Christian University and his MBA in Management from the University of Dallas. In 1989, Roger received the Certified Financial PlannerTM certification from the College for Financial Planning. In 2004 he received the Registered Life PlannerTM certification from the Kinder Institute of Life Planning and in 2016 the Certified Financial TransitionistTM designation from The Sudden Money® Institute. He has worked in the financial planning profession for over 30 years, and is currently a member of the Financial Planning Association, Kinder Institute of Life Planning, Dallas Estate Planning Council, Dallas Foundation Advisory Board, The Sudden Money® Institute and the Nazrudin Project. Since 2004, Roger has been continuously named as one of the top financial planners in the Dallas area by D Magazine. Roger and his wife have three sons. Outside of work, Roger finds pleasure in traveling and exploring the world around him. Being active is of great importance to him through exercise, fly fishing, playing squash and tennis. You can often find him lost in a good book and serving others leading a Connection Group at his church.