Meet
Roger Deets

Chief Executive Officer, Investment Advisor Representative & Portfolio Strategist

Roger has been with the firm since 1988. He is President, CEO and Chief Investment Officer, as well as a Portfolio Strategist and Co-Manager. Having earned a B.S. in Behavioral Science he has a keen insight into its application to behavioral finance and investing. Before joining the firm, Roger taught Behavioral Sciences, including Economics, Political Science, Sociology, Psychology, and History, all of which have had a significant impact on how the firm operates. He has also spent time in the insurance and securities industries. Roger is an Investment Advisor Representative. When away from the office, he enjoys outdoor activities such as hiking, fishing, and environmental restoration.

Secure Your Financial Future