Roger and his team of financial professionals are passionate about helping clients pursue the financial futures they envision. Together, they follow a comprehensive, planning-based approach designed help clients navigate the complex, ever-changing world of financial rules and regulations, enabling them to make informed and empowered decisions regarding their financial lives. As the team’s planning and portfolio construction specialist, Roger knows the key to building an effective portfolio is having a thorough understanding of clients’ needs. That’s why he’s dedicated to spending the time it takes to get to know his clients and their stories.
Roger was initially drawn to the financial planning field because he was seeking to combine his passion for economics and investments with a career rooted in building strong client relationships. In 2007, he accepted his first role as financial advisor at UBS. In 2014, he joined Deutsche Bank, later joining Alex. Brown in 2016. Roger, who holds a bachelor’s degree from the University of Pennsylvania, is a Certified Financial Planner™ professional and specializes in financial planning, portfolio construction and investment research.
Originally from Upper Darby, PA, Roger now resides in Philadelphia with his fiancee Annie.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.