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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.

 
Dennis is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Science Degree in Accounting from the University of Rhode Island and a Masters of Taxation degree from Arizona State University.

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Frank is a CERTIFIED FINANCIAL PLANNER™ professional with a Bachelor of Science Degree in Education from the state University of New York at Plattsburgh.

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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.

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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.

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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.

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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.

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Phil is a native Californian who graduated in 1989 from the Master’s College in Southern California with a B.A. Degree in Biblical Ministries. He joined the firm in January of 2000 after a 16-year career at Federal Express.

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Jennifer graduated from Northern Arizona University with a Bachelor of Science in Mathematics. She joined Rogers & Kirby in 2014 bringing experience in administration, accounting and customer service relations.

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Alondra joined our team in 2016. She has an Associate degree in Business from Phoenix College. She brings superior customer service with seven years of financial background in the automotive industry. Alondra is committed to high work...

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Robin joined Rogers & Kirby in 2018 bringing a wealth of knowledge and experience after 25+ years in the accounting and banking industries. She has an Associate degree in Business Administration with Mesa Community College. Robin...

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Mackenzie graduated from Arizona State University with a Bachelor of Liberal Studies. She has several years of experience in the customer service and administrative fields. She enjoys working with the team and is committed to...

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Chris joined the firm in 2016 bringing administrative and customer service experience, as well as 25 years' experience as a business owner. As a New Business Administrative Assistant, she processes financial transactions in a timely...

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