Owner & President
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Roosevelt Advisors.
Roosevelt Advisors provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Roosevelt Advisors is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Michael Haralson, independent agent.
Financial Advisor & Director of Health and Life Insurance Division
I take a holistic approach to financial and retirement planning by means of understanding your goals, income, expenses, lifestyle, risk tolerance and what will help you sleep well at night. Too many financial advisors don’t spend the time to get to know your specific needs and goals. Resulting in a “one portfolio fits all” scenario, which may not be in your best interest. As a Financial Advisor, I am a fiduciary. Making sure that client needs are put above any other needs, is the comfort and reassurance all clients should have.
Prior to becoming a Financial Advisor, I was a Civil Engineer, holding my Professional Engineering License since 1995. I found that my engineering career assisted in my financial advisor career, in ways of communication, problem solving, detailed planning and building relationships. I pride myself in hard work, transparency, ethical practices and honesty. I look forward to helping you and having a long relationship.