Broker Check

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

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

The Power of Compound Interest

The Power of Compound Interest

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

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

 

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

And the Executor Is

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

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Caring for Aging Parents

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

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

Investment Strategies for Retirement

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

Tax Management Strategies

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

5 Smart Investing Principles

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

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.

Principles of Preserving Wealth

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

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

When Special Care Is Needed: The Special Needs Trust

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

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Rightsizing for Retirement

What does your home really cost?

The Business Cycle

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

Perception vs. Reality

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

View all videos arrow