Our Qualifications

Mr. Roderer has been serving client's in the Dayton area and beyond for more than  28 years now, including 16 years at Smith Barney where he served as Vice President and Financial Planning Specialist.

Mr. Roderer was born in 1960, and has a Bachelor of Science degree in Financial Services, is a Registered Investment Advisor and is a member of The National Association of Tax Professionals.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.