Steve Bailey, IARFC Chairman presented Royal Alliance Advisor and RFC® Jon M. Rogers of Rogers Financial Group, LLC the prestigious Loren Dunton Memorial Award during a Holiday Client Appreciation Event at the Poinsiett Club in Greenville, SC last week.
The 2015 recipient has more than 40 years of experience in financial investment with a Ph.D. in financial management. With quantifications in asset management, Jon specializes in the development of financial plans with major emphasis on wealth accumulation, retirement planning, investment planning and estate planning. As an Adjunct Professor at Webster University and North Greenville University, he teaches finance, marketing and business. Currently he serves on the Board of Directors of the IARFC and holds the office of Treasurer. He is associated with Royal Alliance Associates who have been corporate sponsors for the National Financial Plan Competition.
“I am deeply appreciative of this meaningful award and the history behind it,” said Rogers. “I feel grateful for the path my life has taken and the ability to help my clients achieve peace and prosperity as they look to retirement. It has been an honor to serve.”…Jon Rogers
In bestowing the Loren Dunton Memorial Award, the IARFC recognizes Roger’s contribution to Loren Dunton’s vision and his mission to help the public and their advisors. For more information on the Dunton Award, visit the IARFC website.