Who We Are
Green Financial Resources, LLC is an award winning firm, with experienced and customer-focused staff here to help you with your financial, investment, and retirement income needs.
GFR is: Left to right- Alby Crowe, Nicole DiBella, Michelle Hawkins, Karli Adelman, Andrew Green, Tricia Fryman, Laura Green, Roger Green, Vanessa Kvenbo, Melanie Miller, Laura Myers, Samantha Mangrum, Kelly Schmidt- Cathy Holbrook, not pictured.
Focusing on Education and Helping People
Roger S. Green, President and CEO of GFR, has been helping people with their investment and financial planning for more than 37 years. He has a wealth of knowledge gained during these years of with thousands of individuals and small business owners to help them make the important financial planning, investment, and retirement income decisions that allow them to take control of their financial future and pursue their goals.
Roger 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. 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 certifications/designations of Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP), and others. Roger is an Investment Advisor Representative, licensed and securities registered in the state of Georgia and numerous other states to provide a full range of investment and insurance advice. Put his wealth of knowledge and experience to work for you.
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 income 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 hosted a weekly educational radio program "Your Green" from 1998 through 2017 - about 20 years on 970 AM in Atlanta www.faithtalkatlanta.com. Roger further grew his knowledge to serve you through this weekly preparation to record these programs - around 1000 radio programs recorded!
A Gwinnett County resident since 1991, with his office located in the same Duluth location since 1997, Roger is a long-time member of the Gwinnett Chamber of Commerce.
Andrew Green, Roger's son, joined GFR full-time in 2016 with a background in sales and management. Andrew graduated from Georgia Gwinnett College as a Finance major. Having passed the Series 7 and 66 securities and required insurance exams, Andrew is an Investment Adviser Representative affiliated with Cetera Advisors, LLC, and a licensed Life, Accident, and Sickness and Variable Products insurance agent in the state of Georgia and numerous other states. He is being mentored to one day take over running the business, to carry the Green Financial legacy into the future. He completed the rigorious coursework for the Certified Financial Planner (CFP®) certification, as well as the Accredited Investment Fiduciary (AIF®) and Accredited Behavioral Finance Professional (ABFP®) professional designations. He is a National Social Security Advisor (NSSA®) certificate holder, and a 2020 graduate of the Gwinnett Young Professionals Leadership Institute. Andrew and his wife have three daughters.
Customer Focused Staffing
Kelly Schmidt (CSM Team Lead/with GFR since 2000), Samantha Mangrum, Melanie Miller, Michelle Hawkins, Laura Myers, Alby Crowe, and Tricia Fryman provide additional support as Client Service Managers (CSMs). 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, 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.
Roger's wife, Laura Green, has served as GFR's Chief Operating Officer since 2000, managing all staff and office/operational functions, marketing and public relations, compliance, bookkeeping and our overall customer service delivery. She earned a Bachelor of Business Administration Degree as a Management Major from Georgia State University and has more than 45 years of extensive staff, customer service, and operational management experience. Laura has over 19 years of prior experience leading service delivery to numerous major corporate clients for a Fortune 500 Company. Cathy Holbrook works in a limited part-time capacity assisting Laura with bookkeeping, and Nicole DiBella supports Laura in a dual role as Marketing Assistant.
Laura keeps things working behind the scenes, coordinating and monitoring all of our staff and all activities, and gathering feedback for our office to help us always strive to exceed your service expectations. We 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.
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 there 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. in 2000 (which became Multi-Financial and then Cetera Advisors LLC). 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 4 years where he was No. 2 or 3) adviser 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 now adult children. Their family has expanded to include 2 daughters-in-law, 3 sons-in-law, 7 gorgeous granddaughters in a row, and most recently they've added 4 grandsons!
In his leisure, Roger enjoys time with his family, travel, reading, church activities, watching football, his daily gym workouts, and walks with Laura. Roger spent most of his youth in Texas. He 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. 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 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 partnered with Friends of Gwinnett Seniors (FOGS) and with the Auditory Verbal Center (AVC) to assist with their fundraising. FOGS 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 >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 an infant, and that training has enabled him to live a successful mainstreamed life. In November 2014, Roger accepted a position on the Board of FOGS and he continued that role through December 2018. During that time FOGS greatly expanded its contributions to the senior community and expanded funding and community support. In February 2015 he accepted a position on the AVC Board of Directors and has been serving as the Chairman of the AVC Board for since 2016. Along with service to these entities, Roger has provided time, talent and monetary support to numerous other charity and community causes.
Above: The Greens, their 6 children, 1st daughter-in-law, and the 1st of 11 fabulous grandkids!
Below: The Green family as of 2020, to include our parents
The Green Family has grown to include 3 sons-in-law, 2 daughters-in-law, 7 beautiful granddaughters - and now the 4 youngest are grandsons (not pictured)!