Cracking the code to creating a great life after 50 is his life’s work. Roger has over 25 years experience walking life with clients into and through retirement.
CERTIFIED FINANCIAL PLANNER™ Professional

Certified Private Wealth Advisor®

Certified Investment Management Analyst®

Retirement Management Advisor®

Creator of the Agile Retirement Management® Process

Creator of the Retirement Standard of Care

Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018

Instructor, Retirement and Employee Benefits Section of the CERTIFIED FINANCIAL PLANNER™ Certificate Program, University of Texas Arlington

Instructor, Maximizing Social Security for the Texas Society of CPAs

Host of the award-winning The Retirement Answer Man® podcast

What He Cares About Most
Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.

What He Enjoys
Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man® podcast (such a geek).