Meet The Advisors
Roger Abel, AIF
As an LPL Investment Advisor Represenative, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help pursue those goals.
With over 16 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning strategies, and investment planning. Roger is an Accredited Investment Fiduciary (AIF). Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses with LPL Financial as well as his health & life insurance license.
Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state.
In his free time, Roger enjoys spending time with his wife, Megan, and their daughters, Blakely & Londyn. He also enjoys traveling, fishing, hunting, hiking and golfing.
Meet The Staff
Marketing & Event Coordinator
Client Support Coordinator
Diana "Dee" Knoll
Client Relations Coordinator
Client Service Coordinator