Our Team
LEE ROGERS
co-owner, President
After a varied career in his youth, Lee followed his father, Marston Keith Rogers, into the Financial Planning business in 1983. Lee is a Financial Advisor with a Series 7 general securities license. He has a Bachelor of Business Administration degree and a degree in Ministry. As a result of suffering a life-threatening stroke in 2009 his passion is helping people turn problems into opportunities. He is co-founder of Adopt A Grandparent Day whose mission is to organize visits to seniors in nursing homes and is a volunteer at Northwood Church. Together, he and Kathy have 3 children and 5 grandchildren..
KATHY ROGERS
co-owner, Vice President
Having been a successful small business entrepreneur for 40 years her work experience is a versatile mix of knowledge and expertise in varying fields. Her passion is to help individuals and businesses design and implement retirement plans and business exit strategies thereby decreasing financial anxiety surrounding retirement. She is co-founder and Board of Directors President of Adopt A Grandparent Day whose mission is to organize visits to seniors in nursing homes. She serves the Women’s Resource Center as Board of Directors President, is a volunteer at Northwood Church, mother of 3 and grandmother of 5.