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Ronald Rogé, MS, CFP®
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Office Happenings
There has been lots of news I want to share with you about what's been happening at R.W. Rogé and Company, Inc. recently.
Getting More Professional:
Jeff Roberto, our portfolio administrator and head trader, has passed the Certified Financial Planner® (CFP®) exam. He is currently waiting for the Certified Financial Board of Standards to verify his experience and issue his license. We are all very proud and want to share our congratulations with him on this achievement.
Courtney Williams, our paraplanner, passed the Registered Para-Plannersm exam. Courtney is now looking forward to studying for the CFP® exam which will take several years to complete. We are really proud of Courtney.
Getting More Organized:
Anna Shea, our assistant chief operating officer, recently joined our firm. She moved to Long Island from Rhode Island to help manage the business. Anna brings a blend of operational, technological and marketing experience to our firm. She is already making a difference. Her job is to handle the non-advice side of the business so the advisors will have more time to commit to planning, research and to servicing our clients' needs.
All in the Family:
It's a girl! Steven and Susan Rogé are the proud parents of their second child Samantha Kate born on April 13th. Rosanne and I are ecstatic grandparents. Rosanne has been perusing the malls looking for outfits for Sami K.
Please feel free to send a congratulatory e-mail or phone call to Jeff, Courtney, Anna, Steven and Sue.
Have a great summer!
Ronald W. Rogé, MS, CFP®
Chairman and CEO
R.W. Rogé & Company, Inc.
| 630 Johnson Ave. Ste. 103 | Bohemia, NY 11716 |
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