528 Belvedere Drive
Kokomo, IN 46901
(765) 865-8999

Professional Financial Consultant


My philosophy 
is to meet my clients where they are. Ultimately everyone is not in the same place, so custom tailoring is needed to create a financial plan to fit your unique situation. It is important to help each individual where they are and help them develop a well grounded financial plan. This customized planning process is what sets Roller Wealth Management apart from the industry, because the industry seems more interested in the commission than the mission.



My mission is to take you from where you are, to where you want to be, when you want to be there.

All too often people live their lives reacting to short term obstacles instead of being proactive. I help align my clients’ finances with their goals and priorities, moving them away from the “rat race” and toward financial freedom. Financial freedom seems so far for most, mainly because they have never taken the time to figure out where they want to be. Because of this, they work towards more "stuff" and often times neglect the things that really matter.

"Protect the Harvest"

You will see this repeatedly through communications.  I chose this phrase because I believe it is catchy.  Also, it has numerous meanings and thoughts I want to come to the front of your mind when you hear it.  I grew up in rural Indiana and my first job was helping out in the heat of July baling straw.  I learned early life lessons of putting a little savings away from the "harvest."  An early understanding of delayed gratification goes a long way to growing wealth.  It is important for clients to understand that, but it is equally important for their advisers to be crystal clear on what this nest egg represents: a lifetime of hard work and delayed gratification.  I get it, and want you to know that I get it.  

Additionally, it has symbolic meaning to me.  As a Christian, I am a believer that someday there will be a Harvest of our souls.  I believe we need to have an eternal perspective with our wealth.  As a friend once told me, "True wealth is everything that money cannot buy and death cannot take away."  As important as it is to be good stewards with what we have been given, it is equally important to understand that we cannot take it with us.  I say this because we ALL leave a legacy behind.  As I come along side you and help you achieve your goals, I hope your goals are aligned with an eternal perspective and you will someday hear "well done good and faithful servant."
 

Helpful Content

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

How Income Taxes Work

A quick look at how federal income taxes work.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

View all articles arrow

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow