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Roger Conrad

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Operations Manager

Why I Go To Work Everyday?

To help our clients have a successful retirement.

How Did I Get Here?

I started out as a math major working as an intern out of college for a financial institution in downtown Indianapolis. One opportunity turned into another, which turned into a long career in the Indianapolis market. 

Why I Care About This Industry?

I care about this industry because retirement is an important part of every working individual's life. We have an opportunity to help them plan for their later years of life, enabling them to do things like serve others, travel, teach the next generation or spend time with family and friends. I like to think we played a small part in those early decisions, and continue to help them throughout their careers as they strive to reach their retirement goals.

Who I Really Am . . .

I have been married for 35 years, and am a father of two girls and grandfather of two. I am a man of faith and love spending time with my family and playing with my grandkids. I also enjoy reading, studying history/theology and traveling with my wife.

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