Since 1999, Tampa Bay, FL has been home. Roger places a great focus on financial education, as he began his career as a champion advocate for financial literacy education here in the Tampa Bay area and also in communities around the country. He spends a great deal of his time working with small business owners and executives in the healthcare and technology arenas, providing workshops and webinars
related to tax reduction strategies and, how taxes affect one’s retirement strategy. Roger is a trailblazer in financial literacy education and is extremely passionate about setting an example and moving the needle in an industry where people are often underrepresented and underserved in creating sound financial strategies. Roger believes in empowering his clients to have a seat at the table regarding their financial matters and engaging in the crucial conversations necessary to take control of their financial future. He currently specializes in creating financial strategies for primary decision makers of small businesses in helping them to a create a path towards financial wealth, empowerment, and peace. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
3000 Bayport Drive, Suite 1100
Tampa, FL 33607
813.281.0100
California Insurance license number: 0E64535
