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About Us

Roger Lenhart

Roger Lenhart, MBA, CLU, ChFC, RHU
Chartered Financial Consultant

Private Practice – Insurance and Financial Industry since 1988.
Virginia Tech – B.S. Business 
Wake Forest University – M.B.A., Babcock School of Management
Designations -  Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter
Series 6 and 63 securities licensed
Member of the Society of Financial Service Professionals
Member of the National Association of Health Underwriters

Why a ChFC?

Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken nine or more college-level courses on all aspects of financial planning from The American College of Financial Services, a non-profit educator with the highest level of academic accreditation.

How can a ChFC® help me?

Here are just a few of the many areas where a ChFC® can assist you:
•Creating a comprehensive financial approach
•Protecting your assets and managing risk with appropriate levels of insurance
•Helping you secure your retirement
•Building an investment approach to help you reach your goals
•Enhancing the value of your estate to take care of your loved ones

You can count on a ChFC®’s integrity

Advisors with the ChFC® designation are required to serve you with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients.


If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help.

Why Choose Us?

Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.

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