Roger Smith

Roger Smith, CIMA®, RMA®, CFP®, CPFA®, is an accomplished financial professional with extensive experience in wealth management, investment solutions, and client relationship management. Currently serving as a Senior Regional Advisor Consultant at Independent Financial Group, LLC, Roger has successfully collaborated with 275 independent representatives to drive revenue growth and enhance advisor practices. Previous roles include leadership positions at RBC Wealth Management and Bloomfield Investment Group-Colorado, where Roger managed teams, provided insurance solutions, and significantly increased assets under management. With a solid foundation from esteemed organizations like UBS and Merrill Lynch, Roger has consistently demonstrated expertise in developing innovative financial strategies and building strong industry partnerships. Roger holds a BBA in Finance from The University of Iowa Tippie College of Business and completed the CIMA Wealth Education Class at The Wharton School.