Our Team

For more than two decades, Roger has used his financial planning expertise to help families in North Carolina and throughout the U.S. achieve the lifestyle they’ve always dreamed of.  

Each phase of a family’s life has different financial needs.  Sometimes you need life insurance, and sometimes you need a safe but powerful place to invest and grow extra money.  Eventually, you’ll need Retirement Planning and Estate Planning.

Roger understands this cycle well and has been a trusted professional to many families who appreciate an honest “guy” who is looking out for their best interests, not the best interests of a company’s bottom line.

Roger is constantly providing guidance to military and federal employee families who often times think that government "savings plans" are great, when in fact they may not be.  “The government is good at some things, but not all things,” says Roger.  

Roger provides options to his clients that are counter to the Wall Street propaganda of "buy, hold and hope". There are MANY ways to save and grow money without risking it in the Stock Market casino.

He founded White Horse Financial in order to shed the “sell this” pressure that comes with a large financial firm.  As an independent financial planner, Roger picks and proposes what is best for the client, not the company.

He helps families save and invest their money through a simple but effective philosophy of:

1) Never again lose money to stock market downturns.

2) Stop taxes from eating up retirement dollars when accessed.

3) Create an income that will last a lifetime.

The Early Years

Before his Financial Planner career, Roger spent 21 years in the Engineering Industry as a toolmaker and designer, where he was trained to always seek a better way and to always listen to a worker’s (now family’s) situation.

It is in his blood to always ask why things are done a certain way and what the long-term consequences of a particular strategy will have on the outcome versus the intended purpose.

This type of thinking and resourcefulness is exactly what families need from their financial planner.  Not handling the end-game properly can be very costly.

Roger and his family

Roger grew up in North Carolina, the youngest of five baby boomers in a military family. He is an avid athlete and three-year letterman in two sports; football, track and field. He still loves working out, mountain biking, hiking, skiing, and playing tennis (though time has slowed him down a bit ). He is also a voracious reader and a lifetime learner.

Roger and his beautiful wife, Jennifer, live in Fayetteville, NC, where they are members of the local Church. They have four grown children and five grandchildren. Faith and family are very important to him. 

Jennifer holds a Master’s Degree in Education where she devoted 31 years of service to teaching middle school students. After retirement she chose to pursue the real estate world and received her Broker License. Jennifer is an excellent teacher at heart, while working in the school system her last 15 years were spent mentoring Academically Gifted students, preparing them for success in life. She brings that same spirit of excellence to serving clients. Jennifer is excited to broaden her experiences and work alongside her husband Roger, as his Executive Assistant in the financial services industry. So as you can see Jennifer believes in a lifetime of learning. She is also a mother and a GiGi. She loves spending time with family and the grandkids. Jennifer enjoys cooking, reading, walking and going to the beach!!

Amy was born and raised in Hope Mills, NC. She grew up loving to sing in church. That love of singing continued through the years and the opportunity came for her to start a ministry traveling to different churches and sharing her love of the Lord through song. She did this for several years. Amy also has a love of fitness and competing in amateur body building competitions.

Amy has been married to her husband Mike since 1998 and they have one son, Jake. One of her biggest passions is dogs, particularly Great Danes. She has two, Leo and Millie.

Amy loves people and is quick to give a compliment to others. She graduated from South View High School in Hope Mills, NC and has worked in customer service, as a bookkeeper and an office manager. She is very excited to be a part of the White Horse Financial team. Putting God first in every area of her life is most important.