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

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Universal Life Insurance

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How Stocks Work

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Inflation & Retirement

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

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Retirement Plan Distributions

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

Principles of Preserving Wealth

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

Tax Management Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

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

Protecting Those Who Matter Most

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

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Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

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