Roger began his career in the financial services industry in 2001 and went on to create the 3E Wealth Management Group in 2015. He started 3E with the mission of helping his clients achieve their vision of what financial independence means to them and their families. He works with multiple generations who often live around the country, as well as with businesses and non-profits. In 2023 he merged his team with Sisk & Marvel Investment Group to help establish Grove Wealth Partners of Raymond James. Roger focuses on comprehensive financial planning and wealth management so that his clients can spend more time doing what they love with those they care about.
Roger earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Highly knowledgeable in his field, Roger is a Certified Financial Planner® professional (CFP®), one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
As a Certified Investment Management Analyst® (CIMA®), Roger passed extensive proctored examinations designed by the Investment Management Consultants Association (IMCA) in combination with coursework at the Wharton School University of Pennsylvania. The CIMA® certification is one of the most valued certifications in the wealth management industry as today's investors expect a level of knowledge and care that is above and beyond what is required. As a CIMA® professional, Roger applies advanced investment theory when assisting his clients with their investment decisions.
Roger also holds the Chartered Financial Consultant® designation (ChFC®), which requires coursework on all aspects of financial planning from The American College, as well as adherence to strict ethical standards and extensive experience requirements.
When Roger is not in the office, he enjoys hiking and biking with his wife Christina and three children, Madelyn, Lucas, and Aubrey. He is an avid sports fan, loves to ski, kayak, and all the many challenges of golf. Roger graduated from the University of Richmond and lives in Richmond, Virginia. He is originally from Rhode Island, where you can find the BEST clam chowder!
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
