Roger began his career in investment planning with A.G. Edwards, now Wells Fargo Advisors, in 1988. Roger has led his team of professional financial advisors, that provide customized strategies for a wide range of clients, for over 30 years. Responsible for the overall management of the WaterFront team, Roger focuses on consulting high net-worth clients, their families and their businesses. Other areas of distinction include charitable foundations and professional money management.