Roger began his career as a Financial Advisor in 1991. This allowed him to witness first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified for him that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients and have the heart of a teacher. In 2003 he left, at the time, the largest private bank in the world and, with two wonderful partners, established WWK Wealth Advisors. Today, WWK Wealth Advisors are a firm of 14 professionals managing over $200 million in assets.

 

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