Roger Ward is a CPA/PFS, CFP, MFP with over 30 years of experience in financial planning and management. Roger currently serves as a Partner and Principal Wealth Manager at Creative Planning LLC. Prior to this, Roger held leadership roles at TrueWealth Management and Tarpley & Underwood Financial Advisors, LLC. Ward also has experience as a Comptroller at Savannah-Chatham County Board of Education and as a Senior at Deloitte. Roger holds a MS in Personal Financial Planning from Georgia State University and a BS in Finance from the University of South Carolina.
October, 2020 - present