Roger and Sigrid opened the Marco Island office of NetWorth Asset Management on December 1, 2000. They invited their daughter, Cara, and her husband to join them in building the new Marco office. NetWorth became an instant success as Marco and Naples residents discovered the personal and professional financial services were provided at a much higher level than other financial advisors. The motto of the company is “Our Business is to Create, Protect and Preserver your net worth”.
Roger has achieved several academic and professional accolades during his 40+ years in business. He is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant. His Bachelor of Business Administration degree was attained at the University of Minnesota. He has two master’s degrees in Financial Services and Management from the American College in Bryn Mawr, Pennsylvania. The American Consumers Research Council of America in Washington, D.C. has included Roger in their published list of “Guide to America’s Top Financial Planners” for the last three years. He has also been recognized as one of Southwest Florida’s top Wealth Managers “Best in Client Satisfaction” by Gulfshore Life Magazine. Roger is also a member of the Top of the Table and The International Forum. These organizations allow membership privileges to the top 1% of financial professionals in the world.
Sigrid is Vice President of the company. She received her Bachelor of Arts degree from the University of Minnesota. Kathy Cenicola is the administrative assistant in charge of “first impressions”. Kathy moved to Marco after serving as the city manager and city clerk for Town of Ringwood, New Jersey for several years. Amy Hubley is a consultant for NetWorth. She is the manager of the NetWorth office located in Minneapolis, Minnesota. She is a graduate of Simpson College in Indianola, Iowa. Amy served in the Peace Corps in Senigal, Africa. Her company focus is to grow the business through promotion and marketing strategies. Her target clientele are females that are interested in working with another female financial adviser.
NetWorth is a Registered Investment Adviser with the Securities and Exchange Commission. Roger is proud that NetWorth has been able to help customers with financial planning, save income and estate taxes, and provide investment advisory services to “Create, Protect and Preserve” their net worth.
The NetWorth Marco office is located at 870 Bald Eagle Drive; Suite 5B. You can contact Roger and his staff by calling their Marco office 239-389-7420 or you can log onto their website www.nwam.net to check out their services.