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Andrew Rogers

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Principal & Financial Advisor

Andrew Rogers


Andrew has over a decade of experience in financial services. He completed his degree in business with an emphasis in finance at the University of Missouri-Kansas City before beginning his career in banking in 2009. In 2012, Andrew entered the field of wealth management. Having since worked at both a large national firm and a small local registered investment advisor, he has a well-rounded view of the financial services landscape.

Andrew received his CERTIFIED FINANCIAL PLANNER™ designation through the Boston School of Finance in 2017. He then went on to earn his Certified Business Valuation Specialist® designation in 2022 to better serve business owners.

His community involvement has been exemplary. He served as Chairman of the Board for the Bacchus Foundation for three years and has volunteered with Junior Achievement and March of Dimes. He’s also a member of the National Association of Personal Financial Advisors. When he’s not consulting with business owners, executives, and families on their financial affairs, Andrew enjoys spending time with his wife, Carolyn, their son, Jace, their daughter, Chloe, and their dogs. Now and then, he’s even able to squeeze in a round of golf.

Certifications & Licenses: CERTIFIED FINANCIAL PLANNER™, CBVS® (Certified Business Valuation Specialist), Series 66 Securities License