President, CEO, Chief Investment Officer, Portfolio Strategist, Co-Manager, Investment Advisor Representative
Roger has been with the firm since 1988. He is President, CEO and Chief Investment Officer, as well as a Portfolio Strategist and Co-Manager. Having earned a B.S. in Behavioral Science, he has keen insight into its application to behavioral finance and investing. Before joining the firm, Roger taught Behavioral Sciences, including Economics, Political Science, Sociology, Psychology, and History, all of which have had a significant impact on how the firm operates. He also spent time in the insurance and securities industries. Roger is an Investment Advisor Representative. When away from the office, he enjoys outdoor activities such as hiking, fishing, and environmental restoration.