Broker Check

Team

 

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

Founder & CEO, Wealth Management Advisor

duane@therothcompanies.com

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...

Read more

Deanna Hoag Roth, CAP

Vice President / Executive Director

(913) 762-7684

(913) 845-4884

deanna@therothcompanies.com

Deanna Hoag Roth 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...

Read more

Julie Rickert

Client Service Manager

(618) 632-7684

(618) 632-6101

julie@therothcompanies.com

Austin Hoag

Wealth Management Advisor

(913) 762-7684

(913) 845-4884

austin@therothcompanies.com

Debbie FitzGerald

Administrative Assistant

913-762-7684

(913) 845-4884

deb@therothcompanies.com

Ronald Philgreen, CLU, ChFC

Wealth Management Advisor

913-762-7684

(913) 845-4884

ron@therothcompanies.com

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."

Read more

Sherri Aron, MBA

Client Service Executive

(913) 762-7684

(913) 845-4884

sherri@therothcompanies.com

Have a Question?

Name
Email
Question
Thank you! Oops!