Download vCard
Roger earned his BS degree in Ag Education & Business in 1978. After 27 years in the agricultural industry, he began his career in financial services in 2005 with New Direction Financial Services, Ltd. He started his financial business to help people that are looking for encouragement and direction to save, invest, and preserve their nest egg for the future. He knows it's not easy to know for sure what is needed and that is where his knowledge and experiences can help his clients to trust him to give them professional advice. Everyone is different and has different needs. Roger listens to what each client wants out of life and proceeds to map out a plan to guide, direct and coach them to get there. He takes great joy is seeing this all come together. His business motto is,"Live each day as if it is your last, Plan as if it isn't!"
He shows his clients that the time is now to DO what they want to DO! He gets excited in helping clients to pursue their financial goals, have more time with their family and to have a financial plan that will help seek to provide for the retirement years.
Roger also enjoys doing business consulting and transition planning with farm owners.
He has a beautiful wife Carol, 4 children (all married), 4 grandchildren (so far) and knows family is very important. He was one of 10 kids growing up on a farm in Northwest Ohio.
Roger holds securities registrations 7 and 66 with LPL Financial along with an Ohio Life & Health insurance license. He recently obtained the Certified Kingdom Advisor® (CKA®) designation and is looking forward to implementing many Kingdom principals in the planning process.