April 2021

Congratulations Steven M. Rogé, MBA, CFP®, AIF®

  We are thrilled to announce that after years of attending classes, studying, hard work, and dedication, our Managing Director and Chief Investment Officer, Steven M. Rogé, has obtained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. CERTIFIED FINANCIAL PLANNER™ (CFP®) is a formal certification granted in recognition of expertise in the areas of financial, estate,...
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