About Roger
In our Duluth location since 1997, we provide complimentary consultations to anyone seeking help with their investment and retirement planning, regardless of net worth or income - even if you just want a 2nd opinion. I have over 30 years of experience helping individuals and business owners, and a large staff dedicated to providing the customer service you desire. We're here to help!
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Green Financial is not affiliated with Cetera Advisors LLC.
Education
Masters
Licenses
Series 6
Series 7
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
3
Member Since
2000
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.