Our Firm and Our People

Green Financial Resources, LLC is an award winning firm, with experienced and customer-focused staff here to help you with your financial and investment needs. 

 

 


Focusing on Education and Helping People

Roger S. Green, President and CEO of GFR, has been helping people with their investment and financial planning since 1987.  He holds a Master of Science in Financial Services and numerous professional designations, and is a strong believer in the value of ongoing career-related education so that he has the knowledge to assist his clients no matter what their situation.  Graduate level work has earned him certificates in Financial Asset Management and in Pensions and Executive Compensation, and his ongoing educational focus has enabled him to earn the professional designations of Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP). Roger is licensed and securities registered in the state of Georgia and numerous other states to provide a full range of investment and insurance advice, offered through Cetera Advisors LLC, member FINRA/SIPC as his broker/dealer affiliate.  For a full list of states that Roger is registered in, please visit our homepage.

Since 1997, Roger has spent a great deal of time conducting educational financial classes at local college campuses and meeting with people to help them develop financial and investment plans. He seeks to motivate people to plan for their financial futures, and specializes in teaching them how to effectively create their own retirement harvesting plans and work towards long term capital appreciation of their assets.  Roger enjoys helping his clients better understand the financial marketplace in order to become more educated consumers. Where many financial advisers have minimum investment levels, Roger believes everyone should be planning for their future, and assists all who are motivated to seek his help, regardless of the size of their assets.

ROGER S. GREEN hosts a weekly educational radio program that will help to keep you up-to-date on the latest financial topics. Tune in to 970 AM in Atlanta or to to www.faithtalkatlanta.com
on Saturdays from 10:00-11:00 AM to hear "Your Green", FaithTalk's longest running program - on the air since 1998.  Unlike your typical talk radio call-in program, "Your Green" focuses on educating by providing information on financial topics of interest.  Tune in for one hour each Saturday to keep your financial knowledge growing.

Roger is a member of several professional organizations, such as The Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. A Gwinnett County resident since 1991, with his office located in the same spot in Duluth since 1997, Roger is also a long-time member of the Gwinnett Chamber of Commerce. 


Customer Focused Staffing

Jason Piper has been a member of Roger's staff since 1999. Through the years he has mentored and guided him, and Jason serves as Vice President of Business Development. He conducts client meetings, provides client investment and allocation recommendations, retirement and financial planning, and assists with client questions. To strengthen his knowledge, Jason has earned the Certified Financial Planner (CFP®), the Certified Estate Planner (CEP), the Chartered Financial Consultant® (ChFC), and most recently, the Registered Financial Consultant (RFC) designations through rigorous continuing education. Jason is also a Registered Representative and Investment Advisor Representative affiliated with Cetera Advisors LLC, and is licensed in multiple states to help you with your investment and insurance needs.  Jason and his wife Cathy are the parents of two children.  

Tim Conway joined GFR in 2010 with a background in mortgages and financial services. Tim has since earned the Certified Fund Specialist (CFS) and the Chartered Retirement Planning CounselorSM (CRPC®) designations, while also working closely with Roger to learn his investment philosophies and strategies. Like Jason, Tim is a Registered Representative and Investment Advisor Representative affiliated with Cetera Advisors LLC, and is licensed to help you with your investment and insurance needs.  Tim and his wife Jas have three daughters.   

 

 

Jonathan London joined GFR in 2015 with background as an attorney. Jonathan’s dual role includes serving as a Client Service Manager and as a Compliance Supervisor, assisting Laura Green. Since joining GFR, Jonathan has studied for and passed the Series 7, 66, and 24 securities and  the Georgia insurance licensing exams.  Although Jonathan is an attorney and is also a Registered Representative and Investment Advisor Representative affiliated with Cetera Advisors LLC; he is functioning in an administrative role, and does not provide financial or legal advice to our clients. Jonathan and his wife Natalie have two children.   

Andrew Green, Roger's son, joined GFR in 2016 and has since studied for and passed the Series 7 and 66 securities exams, and the state insurance exams. Andrew is now a Registered Representative and Investment Advisor Representative affiliated with Cetera Advisors, LLC, and a licensed Life, Accident, and Sickness insurance agent in the state of Georgia, currently functioning in an administrative only position as a Client Service Manager. Andrew provides service to clients, but does not yet provide financial or investment advice. He is being mentored by Roger to move into an advisor role, and to carry the  Green Financial legacy into the future. Andrew and his wife Kayla have two daughters, Aliyah and Anna.  

Amanda Gilbert, Sarah Parks, and Hillary Mackay cover our reception, telephones, and provide other administrative support. Betty Huff provides part-time administrative support. If you have attended one of our classes, you have probably met Betty, who also works as our Class Coordinator, and has been with Roger since 1999. 

Kelly Schmidt, Stewart Fogleman,  Brittany Knowles, Jonathan London, Andrew Green, Beverly Gault, and Michael Green provide support as Client Service Managers. They are your first line of support for requests on your accounts.  While they do not provide financial advice, for anything from address and beneficiary changes to withdrawal requests and deposits, they are here to help.  They facilitate the processing of investment and insurance applications and paperwork, monitor their progress, and keep all of us updated during the process and share in a number of other duties to keep the office running smoothly. They may contact you to request your assistance in finalizing some portion of the paperwork process, or in the ongoing maintenance and service of your accounts. They can also answer any questions about the status of pending transactions or applications. 

Michael Green is our newest staff member, and he is learning the Client Service Manager (CSM) role.  Michael graduated from Mercer University with a dual major in Accounting and Finance, and then from Georgia State University with a Masters in Finance after completing an accelerated one year program. After gaining work experience outside the firm, Michael has joined GFR with a plan to follow his brother Andrew to carry the Green Financial legacy into the future.  Since joining GFR, Michael has passed the state exams necessary to become a licensed Life, Accident, and Sickness insurance agent in the state of Georgia.  While being mentored by Roger, he will remain in an administrative only CSM role. 

Any of the above staff may call you periodically to schedule a review appointment to meet with Jason, Tim, or Roger to go over your current financial situation. They will gladly accept any referrals you may have for friends or family who may benefit from our assistance with their financial planning, or attendance at one of our classes.  Anyone you refer to us will be offered a complimentary, no-obligation consultation, focused on their individual investment planning situation.

Roger's wife, Laura Green, has served for 17+ years as GFR's Chief Operating Officer, managing all staff, all office and operational functions, all marketing and public relations, compliance, bookkeeping and our overall customer service delivery.  She earned a Bachelor of Business Administration Degree in Management and has more than 35 years of extensive staff, customer service, and operational management experience.  Laura has prior experience leading service delivery to numerous major corporate clients for a Fortune 500 Company.  Cait Patterson and Taylor Sloss work part-time assisting Laura primarily with marketing-related tasks, while Cathy Holbrook also works in a limited part-time capacity assisting Laura with bookkeeping. 

Laura keeps things working behind the scenes, coordinating and monitoring our staff and all activities, and gathering feedback for our office to help us always strive to exceed your service expectations.  We all welcome any comments you wish to provide on our staff, our office, or the service we deliver.  We want your experiences with us to be exceptional and need your feedback to ensure that occurs. 


Clockwise from top:  Laura Green, Roger Green, Jonathan London, Andrew Green, Stewart Fogelman, Cait Patterson, Hillary Mackay, Sarah Parks, Taylor Sloss, Betty Huff, Kelly Schmidt, Beverly Gault, Amanda Gilbert, Brittany Knowles, Michael Green, Tim Conway, and Jason Piper. 

 

Roger's History

 

Roger has been in practice since 1987, starting out as an agent in Houston, Texas. Roger became a registered representative with MONY Securities Corporation/Mutual of New York, and was affiliated with MONY as an independent agent for nearly 10 years. During his affiliation with MONY, Roger was a top agent from early in his career, and was awarded the Theodore Shalak Award for exemplary client service and exceptional client persistency. Roger changed broker affiliations to IFG Network Securities, Inc. (now Cetera Advisors LLC) in 2000. This change supported his independent practice and continues to allow him the freedom to design plans for his clients from the full range of investment vehicles available.  Roger has been the No. 1 (except for 2 years where he was #2) representive nationally for Cetera Advisors LLC each year since his affiliation in 2000. 


Roger resides in Gwinnett with his wife, Laura. Roger and Laura are the proud parents of six beautiful children. Their family has expanded to include a daughter-in-law who has given them two beautiful granddaughters.  More recently two son-in-laws have joined the family, along with a third granddaughter. In his leisure, Roger enjoys time with his family, travel, learning, golf, church activities, football, and movies. Roger was born in Oklahoma and spent most of his youth in Texas. Roger is an active member of Cross Pointe Church at Gwinnett Center and has served on the Board of the Touching Lives Christian Television Ministry, founded by Dr. James Merritt, since 2004. Along with service to these entities, Roger has provided time, talent and monetary support to numerous other charity and community causes.  Roger's belief is that God's blessings are meant to be shared, and that philosophy guides his life.

 

From July 2006 through September 2014, Roger also served on the Board of Directors for the Gwinnett Children's Shelter.  For 2008-2009, he was selected to serve as the Executive Committee Treasurer for the Greater North Atlanta Franklin Graham Festival.  In April 2010, Roger was selected to serve as the Campaign Director for Cross Pointe Church in Duluth and lead a fund raising capital compaign for the church, after having served successfully in the same role for First Baptist Church of Snellville in 2003, when the church was seeking to raise funds to retire debt and start the Cross Pointe location.

 

In addition to his continued role on the Touching Lives Ministry Board, Roger has also been partnering with Friends of Gwinnett County Senior Services (FOGCSS) and with the Auditory Verbal Center (AVC) to assist with their fundraising. FOGCSS  is an organization dedicated to supporting or supplementing selected senior programs, such as the county's meals on wheels and other programs benefitting seniors (most over the age of 85), allowing them to remain in their homes and remain independent.  AVC teaches children with all degrees of hearing loss how to communicate clearly without the use of sign language. They trained Roger’s son after he suffered severe hearing loss as a toddler, and that training has enabled him to live a successful mainstreamed life.  In November 2014, Roger accepted a position on the Board of FOGCSS, and in February 2015 a position on the AVC Board of Directors.  He is serving as the Chairman of the AVC Board for 2016 and 2017. Along with service to these entities, Roger has provided time, talent and monetary support to numerous other charity and community causes.  Roger's belief is that God's blessings are meant to be shared, and that philosophy guides his life.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Greens, their six children, daughter-in-law, and first grandchild!

*The results from the above articles/awards should not be considered a guarantee of future performance and/or success.