Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Brent is a Registered Representative with United Planners Financial Services who joined the firm in 2007 following a successful sixteen-year career in real estate sales and investment.
Eric is a CERTIFIED FINANCIAL PLANNER™ professional who graduated from Northern Arizona University in 2002 with a Bachelor of Science in Business Administration in Computer Information Systems.
Justin is a CERTIFIED FINANCIAL PLANNER™ professional who joined the firm in 2015 upon graduation with a Bachelor of Science in Finance from Adams State University in southern Colorado.
Diane joined Rogers & Kirby in 2013 after many years in the pharmaceutical industry. As our Director of Operations, Diane manages the day-to-day operations and work-flow between our branch offices.
