Roger specializes in working with pilots and corporate professionals looking to accumulate, protect, and safely enjoy their wealth in retirement. From constructing risk-managed investment portfolios to tax-smart financial planning, he helps clients build a sustainable plan and utilize their financial resources.
Roger received an MBA in Finance from Loyola University Chicago and is a CERTIFIED FINANCIAL PLANNER® professional. In addition to his education and CERTIFIED FINANCIAL PLANNER® certification, he is an Investment Advisory Representative, insurance licensed, as well as a member of Smith Anglin’s Investment Policy Committee, Smith Anglin’s Internship Committee, and the Financial Planning Association. Prior to joining Smith Anglin, Roger served as a Registered Principal and Financial Planner at LPL Financial.
Roger is a native of North Texas, but he has also lived in several cities across the country. Outside the office, he enjoys traveling, volunteering, and following various sports teams. Above all, he loves spending time with his wife and family.
“Whether it’s preparing for retirement or other life events, making sound financial decisions requires individualized and thoughtful advice. I’m dedicated to applying a comprehensive approach, by learning what’s most important to you, and helping navigate the path to your financial success and security.”
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
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About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org