Our Firm and Our People

Green Financial Resources, LLC was listed as one of "Atlanta's Top 20 Financial Planning and Advisory Firms (ranked by assets under management in Atlanta) in the October 2003 Atlanta Business Chronicle. Roger S. Green is the President and Chief Executive Officer of Green Financial Resources, LLC, and he was selected as one of five finalists for both the 2005 and the 2006 Gwinnett Chamber of Commerce Small Business Person of the Year Awards based upon the success of Green Financial and Roger's service and contributions to his community, and won a Chamber Pinnacle Small Business of the Year Award in April 2008.  Green Financial again was named as a top 25 finalist for the Chamber Pinnacle Small Business of the Year Award for 2009, 2010, 2011, 2012, 2013, and 2014.  In August 2007, 2008, and again in August 2009, Roger was named as one of America's Top 100 Independent Advisers in Registered Rep Magazine, was also named as one of the Top 100 Independent Financial Advisers in the country in Barron's for 2007 and 2008, and then was named as one of the 2009 Advisor Hall of Fame in Research Magazine.  Barron's February 2009, 2010, 2011, 2012, 2013 and 2014 listings all included Roger as one of the Top 1000 Financial Advisors in the State-by-State Rankings (Top 1200 in 2014).   

Note:  The results from the above awards/listings should not be considered a guarantee of future performance or success.   

A dedicated financial professional since 1987, Roger speaks of his work with enthusiasm:

“My job is to help people be specific about what their goals are, and then figure out how to achieve the long term capital appreciation that will lead them toward those goals. I view financial planning from a “big-picture” perspective, looking at the client’s overall situation. My focus is on continually strengthening my knowledge of the ever-changing financial marketplace so I will be the best possible resource to my clients, allowing them to focus on other aspects of their lives. I am fully qualified to help my clients with all aspects of financial planning: from asset allocation, risk protection, and diversification; to effective “harvesting” of their assets while in retirement; to complete estate planning to preserve assets for the next generation. I believe our firm has been successful because of our focus on helping people plan for their income distribution in retirement. We do not stop our advice at retirement. With people retiring earlier, living longer, and wanting a better life beyond retirement, there is a need for continued asset management and advice throughout retirement. We provide the advice needed to pursue goals throughout retirement."
 


Focusing on Education and Professionalism

Roger S. Green, President and CEO of GFR, holds a Master of Science in Financial Services and is a Registered Representative and an Investment Adviser Representative with Cetera Advisors LLC (member FINRA/SIPC).  Roger 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. Roger's ongoing educational focus has enabled him to earn the professional designations of Certified Financial Planner (CFP®), Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP). Roger is licensed and registered in the state of Georgia and numerous other states to provide a full range of investment and insurance advice. For a full list of states that Roger is registered in, please visit our homepage.

Roger is also a firm believer in the value of education and goal setting in helping his clients make informed financial decisions. He spends a great deal of time conducting educational financial classes at local college campuses and meeting with people to help them develop a financial plan. 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 to work towards long term capital appreciation of their assets.  Roger works to help 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 FaithTalk at 970AM or log in to www.faithtalk970.com on Saturdays from 3:00-4:00 PM 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.

Since 2000, Roger has taught retirement planning classes for Gwinnett Technical College, located off Highway 316, near Sugarloaf Parkway in Gwinnett County.  The class format focuses on teaching you the importance of allocating your assets in a diversified way, creating a "Harvesting Plan" that can help you retire more comfortably. The courses also focus on such things as setting goals and planning to achieve them, tax deferral and decreasing your tax liability, estate planning, managing your assets and withdrawals during retirement, long term capital appreciation and much more. For class dates and times, please refer to the class information portion of our website.

If you are unable to attend class but would like a free consultation, please call us at 770.931.1414 or email us to set up an appointment. Completion of a financial data form is required to provide the information necessary to assess your situation and provide recommendations. This form can be found on the website, or contact our office to request a form be mailed to you. Click here to contact Roger.

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 and Tim Conway are both registered representatives who assist me in providing financial planning and investment advice to my client base. 

Jason Piper has been a member of my staff since 1998.  Through the years he has been mentored and guided by me, and currently serves as a Vice President of Business Development for GFR and he conducts client meetings, client investment and allocation recommendations, retirement and financial planning, and assists with client questions to support my client base. To strengthen his knowledge, Jason has earned the Certified Financial Planner (CFP®), the Certified Estate Planner (CEP) designation, and most recently, the Chartered Financial Consultant® (ChFC) designation through rigorous continuing education. 

 

Tim Conway came to us in 2010 with some background in the financial field, and he has since earned the Certified Fund Specialist (CFS) and more recently the Chartered Retirement Planning CounselorSM (CRPC®) designations, while also working closely with me to learn my investment philosophies and strategies. Like Jason, Tim is a registered representative and Investment Advisor Representative affiliated with Cetera Advisors LLC.  Both are also licensed to help you with your insurance needs. 

 

If you would like to make investments, or have questions about any insurance, investment or retirement planning issue, we are here to help.  

Amanda Gilbert, Marc Sporn, and Betty Huff cover our reception and telephones and provide administrative support.  If you attended one of our classes, you have probably met Betty, who also works as our Class Coordinator, and has been with me since 1999. 

Kelly Schmidt RP®, Stewart Fogleman, Erina Patterson, Skyler Dumas, Brittany Knowles, and Jeannie Gravett provide support as Client Service Managers. They are your first line of support for requests on your accounts.  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. Any questions about the status of pending transactions or applications should be directed to them. Kelly,  who has been part of GFR since 2000, has worked diligently to expand her knowledge by completing the coursework and ongoing continuing education required to earn the Registered Paraplanner (RP®) designation. 

Any of the above staff may call you periodically to schedule a review appointment to meet with Jason, Tim, or myself 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.

My wife, Laura Green, serves as 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 over 30 years of extensive staff, customer service, and operational management experience.  Laura has years of prior experience leading service delivery to numerous major corporate clients for a Fortune 500 Company. Cait Patterson is a recent staff addition, functioning as Executive Assistant to Laura.  

Laura keeps things working behind the scenes, monitoring our staff 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. 

 

 

 

 

 

 

 

 

 


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 #1 or #2 representive nationally for Cetera Advisors LLC each year since his affiliation in 2000. 


Roger resides in Snellville 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 and a beautiful grand-daughter.  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. From July 2006 through September 2014, Roger also served on the Board of Directors for the Gwinnett Children's Shelter.  From July 2008 until December 2013, Roger served as the Chairman of the Fund Development Committee for the 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. More recently Roger has been partnering with Friends of Gwinnett County Senior Services (FOGCSS) and with the Auditory Verbal Center (AVC) to assist with their fundraising.  In November 2014, Roger accepted a position on the Board of FOGCSS.  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 results from the above articles/awards should not be considered a guarantee of future performance and/or success.