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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.



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.

"Preserve 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 pursue 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

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

 

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Surprises

Making the most of surprises is a great reason to work with us.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

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

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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