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Andy Roller

CFP®
Roller Wealth Management
Kokomo, IN
"Protect the Harvest" Fostering a balance of protecting and growing one's financial security over time.

Meet Andy

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Introduction - Andy Roller
Video Transcripts

Andy has been in the financial planning industry since 2001. He graduated from Huntington College, known today as Huntington University, with a double major in management and economics. After graduating, he has taken numerous classes through The American College. He is a Certified Financial Planning™ Practitioner which requires him to maintain a high degree of competency. He attends numerous workshops put on by industry leaders like the Financial Planning Association,…

Andy has been in the financial planning industry since 2001. He graduated from Huntington College, known today as Huntington University, with a double major in management and economics. After graduating, he has taken numerous classes through The American College. He is a Certified Financial Planning™ Practitioner which requires him to maintain a high degree of competency. He attends numerous workshops put on by industry leaders like the Financial Planning Association, CFP® Board, and National Association of Christian Financial Consultants to stay on the cutting edge of the industry.

Andy and his wife Leah married in the fall of 2004. They have a son named Brody and daughter Cami. Their greatest passions are traveling and helping others. Both of them participate at Crossroads Community Church by serving in kidstown and on the finance team. Andy is also involved with Samaritan Caregivers where he has served as a board member. Leah is a Purdue Pharmacy graduate and works at Herbst Pharmacy in Greentown. Like Andy, she strives to show Christ’s love by serving first, because no one cares how much you know until after they realize how much you care.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Commission-based
Based on % of assets
Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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