%20(1).png){kind=logo}
About Us
Roger G. Abel, AIF
LPL Investment Advisor Representative
Accredited Investment Fiduciary
As an LPL Investment Advisor Representative, Roger strives to help his clients reach their retirement dream. His financial planning process focuses on first determining what a client's goals and objectives for retirement are and then working to develop a personalized plan to help pursue those goals.
With over 18 years of experience in the investment and insurance industry, Roger has an extensive background in risk management, estate planning strategies, and investment planning. Roger is an Accredited Investment Fiduciary (AIF). Roger currently holds his FINRA Series 6, 63, 65 and 7 licenses with LPL Financial as well as his health & life insurance license.
Having spent his years in the industry serving clients and consulting other advisors, Roger has learned that education plays an important role in the financial planning process. He is a frequent instructor of educational classes at local colleges and has hosted retirement workshops across the state.
In his free time, Roger enjoys spending time with his wife, Megan, and their daughters, Blakely & Londyn. He also enjoys traveling, fishing, hunting, hiking and golfing.
%20(1).jpg)
Elias G. Randel
LPL Investment Advisor Representative
As an LPL Investment Advisor Representative, Elias works with Roger to help their clients pursue their retirement dreams.
Elias currently holds his FINRA Series 66, and 7 licenses with LPL Financial as well as his health and life insurance licenses.
In his free time, Elias enjoys spending time with his wife, Mattie, and their children, Petronella and Preston.
Linda Elliff
As our Client Support Coordinator, Linda is often the first point of contact for our clients.
You can contact Linda:
-
To Schedule A Meeting With Your Advisor
-
To Notify Us Of A Change in Address or Contact Information
-
To Take a Withdrawal From Your Account
-
For General Inquiries
Diana "Dee" Knoll
As our Client Relations Coordinator, Dee is the first person you will see when walking into our office.
You can contact Dee:
-
To Notify Us Of A Change in Address or Contact Information
-
To Take a Withdrawal From Your Account
-
For General Inquiries
Mark Hunter
As our Client Service Coordinator, Mark works behind the scenes to help our advisors prepare for client meetings.
You can contact Mark:
-
To Request a Statement of Your Account
-
To Take a Withdrawal From Your Account
-
For Questions on Setting Up or Troubleshooting Online Account Access
Chase Zuidema
As our Client Service Coordinator, Chase works behind the scenes to help our advisors prepare for client meetings.
You can contact Chase:
-
To Request a Statement of Your Account
-
To Take a Withdrawal From Your Account
-
For Questions on Setting Up or Troubleshooting Online Account Access
Molly Nordlocken
As our Media & Events Coordinator, Molly works to oversee our marketing efforts.
You can contact Molly:
-
To Get Information About Upcoming Events
-
For Information on Our Radio Show & Podcast
-
To Request An Advisor For an Interview or Speaking Event
