Our Team



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..

Broker Check - FINRA

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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.

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Graduated from MS State University with an Associates degree in nursing. He selected a career in nursing because he loves helping people. He expanded his love of serving others by embarking on a career in the life insurance industry in August 2018. His desire is to help people through life planning, which is simply assisting people plan for unexpected life events which can also affect their ability to reach their financial goals. Jordan’s father served in the Navy and his family traveled the world while he was growing up. He and his wife Katherine have a beautiful little girl named Brailynn.