Roger is the newest member of our team joining in 2022 with a focus on business development. Specifically, he is working with business owners contemplating a cash infusion or sale of their company. Roger helps business owners prepare their company as well as their personal financial situation to maximize value for a possible exit. Prior to joining Alex. Brown – Raymond James, Roger was an Internal Wholesaler at Nuveen, a TIAA Company where he collaborated with financial advisors helping them to select the financial products that were the best fit for them and their clients.

Roger holds a B.B.A. degree with majors in Finance and Business Analytics from Villanova University. He enjoys watching all Chicago sports. Roger lives in La Grange, IL and enjoys golfing and spending time with family and friends.