Broker Check

Team

 

Duane M. Roth, CLU, CHFC, LUTCF, RFC

Founder & CEO, Wealth Management Advisor

[email protected]

Duane Roth, President and Founder of The Roth Companies, has worked extensively in the field of wealth management and financial planning. His retirement presentations have been attended by retirees and pre-retirees from many major...

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Deanna Hoag Chadick, CAP

Vice President / Executive Director

[email protected]

Deanna Hoag Chadick is the Vice President of Sales & Business Development for The Roth Companies. She has worked extensively in the field of sales and client relationship management. Deanna holds a degree in Business Administration...

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Julie Rickert

Client Service Manager

(618) 632-7684

(618) 632-6101

[email protected]

Lois Brandmeyer

Administrative Assistant

[email protected]

Brent Roth

Administrative Executive

[email protected]

Austin Hoag

Wealth Management Advisor

(913) 693-7684

(913) 693-7900

[email protected]

Ronald Philgreen, CLU, ChFC

Wealth Management Advisor

913-639-7684

[email protected]

The above listed individual is not affiliated with United Planners Financial Services. He is affiliated with RDA Financial Network and is employed by The Roth Companies."

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Sherri Aron, MBA

Client Service Executive

(913) 693-7684

(913) 693-7900

[email protected]

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