
(865) 898-8070
Providing discerning individuals and families
with timeless,bespoke wealth management
solutions that honor legacy, foster connection,
and inspire confidence across generations.

Roger has over 30 years of experience helping high-net-worth clients align their wealth with their goals.
His holistic approach makes him a trusted advisor for those navigating complex financial and estate decisions.
Three Decades of Proven Experience
Trusted for integrity, clarity, and long-term results
Proven success helping clients grow wealth
30 MINUTES. NO FEE. NO OBLIGATION.
You’ve worked hard and built something meaningful.
But is it protected? Is it positioned to last beyond you?
Free Consultation + Ebook: Secure Your Legacy Before It’s Too Late.
With this offer you get:
A no-cost, no-pressure 30-minute consultation
The definitive guide: “Are You In The Right Hands?”
A snapshot of your personal Legacy Blueprint
Appointments are limited — when the last one’s gone, this offer disappears.
