Our Qualifications

Roger Butler, founder, was born in 1949. After receiving a degree in Business Administration from the University of Iowa in 1971, he has enjoyed over 30 years of diverse and successful experience in the financial services industry. Experience includes positions of responsibilty in insurance, investment management, and financial planning. Roger is a member of The Society of Financial Services Professionals and holds the CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from the American College. Licenses include FINRA Series 24 (General Securities Principal), 7, 63, 65 and life, disability and long term care insurance.