Advisor profile


My approach

Roger E Kasch - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Roger E Kasch - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Accredited Asset Management Specialist

Education

  • B.A. Business Administration, Furman University

Interests

  • Golf, Bike Riding and Tennis

Community participation

Sponsor -Deep Run Booster Bash

February 27, 2016 at the Rockville Recreation Center

Eagle Sponsor-Midlothian Athletics Booster Association Golf Tournament

April 18, 2016 at Salisbury Country Club

Juvenile Diabetes Research Foundation (JDRF)

  • JDRF One Walk 2011-2015

Annual Food Drive to Benefit Feedmore

Awards & recognition

  • Ameriprise Circle of Success, 1993-2019
  • Five Star Wealth Manager, 2012-2013, 2015-2018
  • Ameriprise Hall of Fame, 2019
  • Forbes Best-in-State Wealth Advisors, 2020

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.