Rogers Wealth Group
Description
Address: 1330 Summit Ave, Fort Worth, TX 76102 Phone: (817) 334-0351: Place name: : Hours: : : : : Category: Website: Website: http://www.rogersco.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2)
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Rogers Wealth Group Employees
Employee
Years
Job
Industry
Emma Moseley Emma Moseley's Rogers Wealth Group Experience September 2014 - Present
Job Administrative Associate at Rogers Wealth Group
Industry Financial Services
Experience
Rogers Wealth Group September 2014 - Present
The Vine Salon and More August 2013 - May 2014
Dennett Construction June 2013 - August 2013
BECCA Cosmetics May 2013 - May 2013
All Saints Episcopal School May 2011 - May 2013
Mira VIsta Country Club May 2009 - August 2011
Skills
Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Customer Service, Public Speaking, Research, Teamwork, Event Management, English, Marketing, Marketing Research, SPSS, Facebook, Adobe Acrobat, Adobe, Communication, Windows & Mac operating..., Microsoft Office, Social Networking, Time Management, Leadership, Outlook, Data Entry
Education
Oklahoma State University 2010 — 2014
Bachelor of Science (B.S.), Marketing/MSIS/Sports Management, Senior
Rogers Wealth Group September 2014 - Present
The Vine Salon and More August 2013 - May 2014
Dennett Construction June 2013 - August 2013
BECCA Cosmetics May 2013 - May 2013
All Saints Episcopal School May 2011 - May 2013
Mira VIsta Country Club May 2009 - August 2011
Skills
Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Customer Service, Public Speaking, Research, Teamwork, Event Management, English, Marketing, Marketing Research, SPSS, Facebook, Adobe Acrobat, Adobe, Communication, Windows & Mac operating..., Microsoft Office, Social Networking, Time Management, Leadership, Outlook, Data Entry
Education
Oklahoma State University 2010 — 2014
Bachelor of Science (B.S.), Marketing/MSIS/Sports Management, Senior
Kyla Whittley Kyla Whittley's Rogers Wealth Group Experience June 2013 - December 2013
Job Paraplanner at PFG Advisors
Industry Financial Services
Experience
PFG Advisors January 2014 - Present
Rogers Wealth Group June 2013 - December 2013
SFMG Wealth Advisors May 2012 - August 2012
Bank of America August 2011 - February 2012
Education
Texas Tech University 2010 — 2013
Master of Science (M.S.), Personal Financial Planning, GPA - 3.9
Midwestern State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, GPA - 3.7
University of North Texas 2007 — 2009
Finance
PFG Advisors January 2014 - Present
Rogers Wealth Group June 2013 - December 2013
SFMG Wealth Advisors May 2012 - August 2012
Bank of America August 2011 - February 2012
Education
Texas Tech University 2010 — 2013
Master of Science (M.S.), Personal Financial Planning, GPA - 3.9
Midwestern State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, GPA - 3.7
University of North Texas 2007 — 2009
Finance
Gabrielle Shafer Gabrielle Shafer's Rogers Wealth Group Experience March 2014 - July 2015
Job Independent Distributor at School News Guru, LLC
Industry Fund-Raising
Experience
School News Guru, LLC July 2015 - Present
Rogers Wealth Group March 2014 - July 2015
Pier 1 Imports October 2013 - March 2014
Pier 1 Imports May 2013 - October 2013
Pier 1 Imports August 2012 - April 2013
University of North Texas January 2010 - January 2012
Externship with MedFusion August 2011 - December 2011
Externship with Balfour Beatty Construction January 2011 - May 2011
Skills
Technical Writing, Editing, Social Media, Teaching, Public Speaking, Proofreading, PowerPoint, Microsoft Office, Social Networking, Tutoring, Management, Customer Satisfaction, Time Management, Leadership, Customer Service, Microsoft Word, Sales, Event Planning, Microsoft Excel
Education
University of North Texas 2009 — 2012
Bachelor of Arts, Technical Communications
Northwest Vista College 2008 — 2009
English Literature and Photography
School News Guru, LLC July 2015 - Present
Rogers Wealth Group March 2014 - July 2015
Pier 1 Imports October 2013 - March 2014
Pier 1 Imports May 2013 - October 2013
Pier 1 Imports August 2012 - April 2013
University of North Texas January 2010 - January 2012
Externship with MedFusion August 2011 - December 2011
Externship with Balfour Beatty Construction January 2011 - May 2011
Skills
Technical Writing, Editing, Social Media, Teaching, Public Speaking, Proofreading, PowerPoint, Microsoft Office, Social Networking, Tutoring, Management, Customer Satisfaction, Time Management, Leadership, Customer Service, Microsoft Word, Sales, Event Planning, Microsoft Excel
Education
University of North Texas 2009 — 2012
Bachelor of Arts, Technical Communications
Northwest Vista College 2008 — 2009
English Literature and Photography
Chris Manross, MBA's Rogers Wealth Group Experience January 2014 - Present
Job Financial Advisor @ Rogers Wealth Group
Industry Medical Devices
Experience
Rogers Wealth Group January 2014 - Present
Stryker September 2013 - December 2013
Texas Tech University August 2012 - August 2013
Texas Tech University July 2011 - August 2013
Texas Tech University January 2012 - May 2012
Texas Tech University 2008 - 2012
Lubbock ISD 2010 - 2011
West Texas A&M University 2007 - 2008
Skills
Sports Management, Athletics, Sports, Sports Marketing, Sales, Strength Training, Sports Coaching, Fitness, Sponsorship Sales, Microsoft Office, Time Management, Baseball, Mutual Funds, IRAs, Investment Management, Asset Allocation, 401k, Client Relations Skills, Strategic Planning, Sales Presentations, Athletic Administration, Intercollegiate..., Donor Development, Donor Management, Medical Terminology, Orthopedic, Medical Devices, Surgery, Surgical Instruments, Spine, Knee Surgery, Hip Replacement, Medical Sales, Operating Room, Sports Medicine, Athletic Training, Fitness Training
Education
Rawls College of Business at Texas Tech University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management
Texas Tech University 2011 — 2013
Master of Science (M.S.), Sport Administration & Management
Texas Tech University 2008 — 2011
Bachelor of Science (B.S.), Exercise & Sport Sciences
West Texas A&M University 2007 — 2008
Pre-Medicine/Pre-Medical Studies
Rogers Wealth Group January 2014 - Present
Stryker September 2013 - December 2013
Texas Tech University August 2012 - August 2013
Texas Tech University July 2011 - August 2013
Texas Tech University January 2012 - May 2012
Texas Tech University 2008 - 2012
Lubbock ISD 2010 - 2011
West Texas A&M University 2007 - 2008
Skills
Sports Management, Athletics, Sports, Sports Marketing, Sales, Strength Training, Sports Coaching, Fitness, Sponsorship Sales, Microsoft Office, Time Management, Baseball, Mutual Funds, IRAs, Investment Management, Asset Allocation, 401k, Client Relations Skills, Strategic Planning, Sales Presentations, Athletic Administration, Intercollegiate..., Donor Development, Donor Management, Medical Terminology, Orthopedic, Medical Devices, Surgery, Surgical Instruments, Spine, Knee Surgery, Hip Replacement, Medical Sales, Operating Room, Sports Medicine, Athletic Training, Fitness Training
Education
Rawls College of Business at Texas Tech University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management
Texas Tech University 2011 — 2013
Master of Science (M.S.), Sport Administration & Management
Texas Tech University 2008 — 2011
Bachelor of Science (B.S.), Exercise & Sport Sciences
West Texas A&M University 2007 — 2008
Pre-Medicine/Pre-Medical Studies
Crystal Beall Crystal Beall's Rogers Wealth Group Experience October 2006 - Present
Job Plan Administrator at Rogers Wealth Group
Industry Investment Management
Experience
Rogers Wealth Group October 2006 - Present
Skills
401k, Pensions, Defined Contribution, Retirement, ERISA, Customer Service, Teamwork, Pension Administration, Benefits Administration, Calendaring, Training, Wealth Management, Profit Sharing, Strategic Planning
Education
Tarrant County College
Rogers Wealth Group October 2006 - Present
Skills
401k, Pensions, Defined Contribution, Retirement, ERISA, Customer Service, Teamwork, Pension Administration, Benefits Administration, Calendaring, Training, Wealth Management, Profit Sharing, Strategic Planning
Education
Tarrant County College
Matt Lankford, AIF®'s Rogers Wealth Group Experience September 2005 - Present
Job Senior Vice President & Chief Investment Officer at Rogers Wealth Group
Industry Investment Management
Experience
Rogers Wealth Group September 2005 - Present
Skills
Retirement Planning, Asset Allocation, Bonds, Personal Financial..., High Net Worth..., Alternative Investments, Equity Trading, Tactical Asset..., Equity Research, Relative Value
Education
University of Alabama 2001 — 2002
Master of Arts (MA), Finance
University of Alabama 1999 — 2001
Bachelor of Science (BS), Commerce & Business Administration, Finance Major
Rogers Wealth Group September 2005 - Present
Skills
Retirement Planning, Asset Allocation, Bonds, Personal Financial..., High Net Worth..., Alternative Investments, Equity Trading, Tactical Asset..., Equity Research, Relative Value
Education
University of Alabama 2001 — 2002
Master of Arts (MA), Finance
University of Alabama 1999 — 2001
Bachelor of Science (BS), Commerce & Business Administration, Finance Major
Katie Kruse Katie Kruse's Rogers Wealth Group Experience August 2011 - November 2013
Job Medical Assistant at Panhandle Weight Loss
Industry Hospital & Health Care
Experience
Panhandle Weight Loss May 2015 - Present
Drs. Broadway & Millard, LLC, bod:evolve November 2014 - February 2015
Pier 1 Imports December 2013 - September 2014
Rogers Wealth Group August 2011 - November 2013
Texas Rangers Baseball Club August 2007 - May 2008
Skills
Customer Service, Asset Management, Employee Benefits, 401k, Teamwork, Retirement Planning, Asset Allocation, Investments, Management, Office Administration
Education
Texas Christian University 2005 — 2010
Bachelor of Science (BS), Psychology
Panhandle Weight Loss May 2015 - Present
Drs. Broadway & Millard, LLC, bod:evolve November 2014 - February 2015
Pier 1 Imports December 2013 - September 2014
Rogers Wealth Group August 2011 - November 2013
Texas Rangers Baseball Club August 2007 - May 2008
Skills
Customer Service, Asset Management, Employee Benefits, 401k, Teamwork, Retirement Planning, Asset Allocation, Investments, Management, Office Administration
Education
Texas Christian University 2005 — 2010
Bachelor of Science (BS), Psychology
Caroline Keifer's Rogers Wealth Group Experience November 2014 - March 2015
Job Licensed Financial Assistant
Industry Financial Services
Experience
Epstein & Kolacz Financial Advisors April 2015 - Present
Rogers Wealth Group November 2014 - March 2015
Fidelity Investments February 2013 - September 2014
University of North Texas August 2008 - December 2012
Nordstrom June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Series 63, Series 66, Management, Sales, Social Networking, Time Management, Accounting, Leadership, Financial Analysis, Data Analysis, Research, Teamwork, Windows, Microsoft Word, Customer Service, Access, Social Media, Public Speaking, Finance, Business Planning
Education
University of North Texas 2008 — 2012
BBA, Finance
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Epstein & Kolacz Financial Advisors April 2015 - Present
Rogers Wealth Group November 2014 - March 2015
Fidelity Investments February 2013 - September 2014
University of North Texas August 2008 - December 2012
Nordstrom June 2012 - October 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Series 7, Series 63, Series 66, Management, Sales, Social Networking, Time Management, Accounting, Leadership, Financial Analysis, Data Analysis, Research, Teamwork, Windows, Microsoft Word, Customer Service, Access, Social Media, Public Speaking, Finance, Business Planning
Education
University of North Texas 2008 — 2012
BBA, Finance
University of North Texas 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Kendra Whittley's Rogers Wealth Group Experience June 2013 - January 2014
Job Esthetician at Paradise Med Spas of Texas
Industry Cosmetics
Experience
Paradise Med Spas of Texas October 2014 - Present
Rogers Wealth Group June 2013 - January 2014
Stonebriar Country Club June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Photoshop, Time Management, Social Media Marketing, Facebook, Advertising, Marketing, Market Research, Teamwork, Marketing Communications, Online Marketing, Social Media, Social Networking, Event Planning, Marketing Strategy, Sales, Blogging, Marketing Management, Email Marketing, Leadership, Event Management, Public Relations, Digital Marketing, Retail, Lead Generation, Media Relations, SEO, Web Marketing, Corporate Communications, Sports Marketing, Product Marketing
Education
Midwestern State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.5
Paradise Med Spas of Texas October 2014 - Present
Rogers Wealth Group June 2013 - January 2014
Stonebriar Country Club June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Photoshop, Time Management, Social Media Marketing, Facebook, Advertising, Marketing, Market Research, Teamwork, Marketing Communications, Online Marketing, Social Media, Social Networking, Event Planning, Marketing Strategy, Sales, Blogging, Marketing Management, Email Marketing, Leadership, Event Management, Public Relations, Digital Marketing, Retail, Lead Generation, Media Relations, SEO, Web Marketing, Corporate Communications, Sports Marketing, Product Marketing
Education
Midwestern State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.5
Kim Feccia Kim Feccia's Rogers Wealth Group Experience September 2013 - December 2013
Job Brokerage Administrator at Coquest Energy Services
Industry Oil & Energy
Experience
Coquest Energy Services February 2015 - Present
Rogers Wealth Group September 2013 - December 2013
Marcus & Millichap June 2013 - August 2013
Skills
Microsoft Certified..., Microsoft Office, Facebook, Entrepreneurship, Social Networking, PowerPoint, Access, Customer Service, Pinterest, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Time Management
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management, Finance
Coquest Energy Services February 2015 - Present
Rogers Wealth Group September 2013 - December 2013
Marcus & Millichap June 2013 - August 2013
Skills
Microsoft Certified..., Microsoft Office, Facebook, Entrepreneurship, Social Networking, PowerPoint, Access, Customer Service, Pinterest, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Time Management
Education
Texas Christian University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurial Management, Finance
Bill Harrell's Rogers Wealth Group Experience 1998 - Present
Job Senior Vice President at Rogers Wealth Group
Industry Financial Services
Experience
Rogers Wealth Group 1998 - Present
Rogers Capital Management August 1998 - December 2011
Skills
Investments, Retirement Planning, Equities, Strategic Financial..., Retirement, Pensions, Strategic Planning, Venture Capital, Real Estate, Portfolio Management, Banking, Risk Management, Credit, Employee Benefits, Loans, Series 7, Negotiation, Asset Managment, Budgets, Asset Management, Asset Allocation, 401k, Mutual Funds, Investment Advisory
Education
Troy State University 1974 — 1975
Master's degree
Texas Christian University 1964 — 1968
Bachelor of Arts (BA)
Rogers Wealth Group 1998 - Present
Rogers Capital Management August 1998 - December 2011
Skills
Investments, Retirement Planning, Equities, Strategic Financial..., Retirement, Pensions, Strategic Planning, Venture Capital, Real Estate, Portfolio Management, Banking, Risk Management, Credit, Employee Benefits, Loans, Series 7, Negotiation, Asset Managment, Budgets, Asset Management, Asset Allocation, 401k, Mutual Funds, Investment Advisory
Education
Troy State University 1974 — 1975
Master's degree
Texas Christian University 1964 — 1968
Bachelor of Arts (BA)
Jennifer Atwater Rosario's Rogers Wealth Group Experience May 2012 - February 2014
Job Owner/Business Manager at Trace Asset Recovery, LLC
Industry Financial Services
Experience
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management
Trace Asset Recovery, LLC October 2012 - Present
Rogers Wealth Group May 2012 - February 2014
Solium Capital June 2010 - November 2011
Charles Schwab & Co February 2008 - June 2010
Kiewit Western May 2007 - February 2008
USAA Investment Management Company January 2007 - May 2007
Charles Schwab & Co June 2006 - January 2007
Desert Schools Federal Credit Union April 2006 - June 2006
New York Life Insurance Company May 2005 - February 2006
New York Life Insurance Company November 2003 - May 2005
Skills
Investments, Equities, Strategic Financial..., Asset Management, Analysis, Financial Analysis, Management, Options, Fixed Income, Trading, Data Analysis, Accounting, Financial Risk, Insurance, Stocks, Mutual Funds, Portfolio Management, Microsoft Excel, Financial Services, Banking, Relationship Management, Customer Service, Skip Tracing, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Fundraising, Planning Budgeting &..., CRM
Education
Arizona State University 2008 — 2009
Masters of Science, Financial Analysis
Arizona State University West 2008 — 2009
Masters of Science, Financial Analysis and Portfolio Management
Arizona State University 2004 — 2007
Bachelors of Science, Financial Management
Arizona State University West 2003 — 2007
Bachelors of Science, Global Business- Financial Management
Glendale Community College 2002 — 2004
Associate of Science, Business Management