YOUR ADVISORS

 
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Paul Rogers (CHS) - President

Paul's diverse experience in management, as a senior consultant and as an advisor handling sophisticated accounts has proven to be a valuable resource to his clients since 2001. Specializing in designing and implementing creative, long term risk management solutions for business owners, young professionals and affluent individuals, Paul strongly believes that the client-advisor relationship is one built on trust and a deep understanding of the client's personal needs and business goals.

Paul is pleased to continue overseeing the direction of existing accounts and securing the financial futures of the next generation of Rogers Financial Services clients.

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Mimi Rogers (CFP, CLU, CH.F.C, CHS, CEA) - Associate Advisor

Meet the founder of Rogers Financial Services. With over 30 years of industry know-how, she adds a unique breadth of experience and acumen to Rogers Financial Services. Mimi brings a track record of remarkable success working with clients of all ages -- from Gen X to Boomers to Zoomers. Whether you’re just getting started in your career, getting ready for retirement, estate and asset planning, or simply need advice on how to maintain your standard of living, Mimi will partner with you to make sure that you achieve your goals.

Matt Baxter (CHS) - Associate Advisor

Matt advises clients in the areas of insurance, investments and group benefits. A graduate of the University of Huntsville in Alabama, Matt played Division I NCAA hockey while earning a Bachelor of Arts in Psychology. He began his career as an advisor at a leading Canadian financial services company.

His diverse client base is a testament to Matt’s commitment to customer service excellence, and through sound advice, he has put businesses and their owners, families and individuals on the path to attaining their financial goals.