Roger is a Senior Financial Planner at the Financial Consulate bringing over twenty-five years of experience in the financial services industry. He is a Certified Financial Planner™(CFP®) practitioner, an Accredited Investment Fiduciary Analyst (AIFA®), and a member of the National Association of Personal Financial Advisors.
He is a graduate of McDaniel College and holds a Master of Science in Finance degree from Loyola University in Baltimore. After serving as a US Army officer with NATO in Europe, Roger began his career in finance as an investment executive with Legg Mason. Subsequently, Roger joined Oxford Capital Management as a portfolio manager where he managed equity, balanced, and fixed-income portfolios for individual and institutional clients.
In 1996, Roger joined PSA Financial where he performed the duties of chief investment officer. Roger has a passion for serving clients in part by helping them understand and be comfortable with the financial world, and is keenly interested in helping clients smoothly integrate their financial and non-financial lives. He is a frequent speaker at the Loyola College Sellinger School of Business.
Roger lives in Westminster, Maryland with his wife Audrey who is a Spanish and English teacher at Northwest Middle School in Taneytown, Maryland. Roger and Audrey have three children; Christopher, Nicholas, and Charlotte. He is active in his community through his church and Habitat for Humanity