Specialties
About Me
I enjoy solving puzzles.
When it comes to my clients, these “puzzles” include investments, tax planning strategies and occasionally family dynamics. I start by listening to understand you and your core values to determine the best way to align your finances to the things most important in your life. Like the border of a jigsaw puzzle, your values provide the framework that allows the rest of the pieces to fall into place. Once your goals and needs are clearly defined, my team and I help you solve the puzzle at your own pace and in ways that best suit your lifestyle – either in person, in virtual meetings, or through our Ameriprise app. You can find additional information on how I work with new clients and help them stay on track on the How to Get Started tab, or by watching my Living a Wealthy Life video on my web site, www.WRogers.info. When you’re free from financial worry – and there are no puzzles left to solve – then you can truly go where you want to go. Contact me today for advice worth talking about.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
APMA, BFA, ChFC, CFP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.