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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

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A special needs trust helps care for a special needs child when you’re gone.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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Knowing the rules may help you decide when to start benefits.

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Retirement Income and the Traditional Portfolio

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

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

Home Mortgage Deduction

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

Should I Pay Off Debt or Invest?

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Retiring the 4% Rule

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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