Roger brings over 17 years of banking, investment, and financial planning experience. Prior to joining JK Investment Group, Roger was a Financial Planner with Baird Private Wealth Management and a Private Client Group Relationship Manager at PNC Bank.
Roger earned his bachelor’s degree in Business Administration with a concentration in Finance from the University of Walden. He also holds his FINRA Series 7 and 66, as well as an Ohio Life, Health and Variable annuity license. Roger has a passion for comprehensive wealth management and believes it provides the foundation for clients achieving their financial goals.
Roger and his wife Stephanie were born and raised in Montreal, Quebec, Canada. They have been married for 24 years and have two children, Ryan (20) and Allyson (16). Roger enjoys staying active by playing tennis, hiking in the Cleveland Metroparks and volunteering with his family.