With over 25 years’ experience in the financial services industry, Roger has
extensive exposure to comprehensive investment consulting serving
businesses and individual financial strategies. Over the last 16 years he has
overseen the operations of the investment division of Harmony Private
Client Advisers. Responsibilities include investment research, portfolio
construction, coordinating daily operational procedures, client onboarding,
and all related activities to ensure timely and efficient handling of custodial
and client requests. He has been teaming with Scott Sanford since
February 2008.
Outside of work, he is fully committed to his daughters, Sarah, and Jenna.
His passion also encompasses his two pups, cooking, reading, and traveling.
He earned the title “Best Italian Chef in Denver” in 2007 (contest sponsored
by Maggiano’s Italian Restaurant.)