Statement to Clients

My passion in life has always been to help and serve others.

As a Wealth Management Advisor at The Roth Companies, Inc. I have the opportunity to fulfill that passion on a daily basis. I strive to provide my clients advice and planning tailored, not only to their needs and goals, but to their personal values.

Our firm provides comprehensive wealth management services to its clients, including investment planning and management, estate planning techniques, retirement planning, annuity advice and insurance selection, long term care planning and tax reduction strategies. The firm focuses on helping pre-retirees, retirees, and business owners avoid the most common financial mistakes.

Outside of the office I am a sports enthusiast, competing in the high jump and heptathlon at the collegiate level. During my free time I am a volunteer strength coach and mentor for many young athletes striving to fulfill their dreams of competing at collegiate and professional levels.

It is a tremendous honor to be selected as an Advisor for our clients. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careers to carry out properly.

Background Information