Scott D. Rogers, Investment Representative
srogers@cfpohio.com

Scott heads the Creative Financial Partners (CFP) Securities Department. He supervises each registered representative of CFP and is a resource for all investment-related business. Scott works with business owners and individual investors in all areas of financial planning. He holds a BBA degree in Finance from Miami University as well as Health, Life and AD&D, Series 7, Series 6 & 63, and Series 65 licenses and the LUCTF designation.

Scott began his financial planning career with Savage and Associates. He has focused on life insurance, financial planning and staff training in the banking system with Key Corp, NatCity Investments and Huntington Investments.

With CFP, Scott focuses on individual equities, fixed-income, tax control and retirement planning. He helps investors properly plan for their future by growing their asset base, increasing their income stream and reducing tax liability, thus enabling them to lead the lifestyle they desire in retirement. His favorite financial tip is for individuals to gain financial control by reducing debt and focusing on appreciating assets with long-term growth potential in order to avoid outliving their income yet leaving a legacy for their heirs.

Scott has been quite active in his parish community as Blessed Sacrament Youth Board Treasurer, baseball and soccer coach and Cub Scout Leader. Scott has enjoyed 21 years of marriage to Patricia and is kept busy with the active sports lives of his sons Samuel and Liam. Scott grew up in Sylvania and was born in Toledo, where he resides today.

Phone: 419-873-8500
Extension: 1029
Fax: 419-873-8503

Advisory and planning services offered exclusively through appropriately licensed representatives of AIC.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before investing or sending money. Securities products are limited to residents of Ohio, Michigan and 11 other states where our representatives are registered. A representative from Creative Financial Partners will contact you to provide requested information.