Broker Check
Roger D. Ames, CPA, CFP®

Roger D. Ames, CPA, CFP®

Registered Principal

Roger Has more than 34 years of experience in the financial services industry. He holds a BS in Accounting from St. Joseph’s College in Rensselaer Indiana and an MBA in Management from the University of St. Francis in Ft. Wayne Indiana. He has earned the following professional licenses/designations: Series 7, 24, 52,63 and Ohio Life and Health insurance licenses. As a CPA, Roger has also been preparing individual and small business tax returns for over 25 years. Additionally, he is an adjunct professor in the Accounting Department at Miami University in Oxford, Ohio where he has been teaching Financial and Federal Income Tax Accounting courses for over 18 years. He has also advised two MBA research project teams in Costa Rica as part of Miami University’s full-time MBA program.