Roger Whitney, CFP® CIMA® CPWA® RMA®

Retirement Planner

Cracking the code to creating a great life after 50 is his life’s work. Roger has over 25 years experience walking life with clients into and through retirement.

• CERTIFIED FINANCIAL PLANNER™ Professional

• Certified Private Wealth Advisor®

• Certified Investment Management Analyst®

• Retirement Management Advisor®

• Creator of the Agile Retirement Management® Process

• Creator of the Retirement Standard of Care

• Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018

• Instructor, Retirement and Employee Benefits Section of the CERTIFIED FINANCIAL PLANNER™ Certificate Program, University of Texas Arlington

• Instructor, Maximizing Social Security for the Texas Society of CPAs

• Host of the award-winning The Retirement Answer Man® podcast

What He Cares About Most

Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.

What He Enjoys

Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man® podcast (such a geek).

Scott Sanborn, PMP®

Lead Flat Fee Planner

Scott applies the planning skills he developed during a 30-year career as a military aviator and intelligence officer to help people rock their retirement. His project management expertise is a natural fit with the ARM team.

• Over 30 years of planning experience working complex problems

• Passionate nerd about personal finance and retirement planning

• Project Management Professional (PMP)®

• Series 65

What He Cares About Most

Traveling with his wife by RV to reconnect with family and old friends, meeting new friends and experiencing all this great country has to offer.

What He Enjoys

Fishing (and sometimes catching), watching Antiques Roadshow and any show with Jonathan Winters.

The Project Management Professional (PMP) is a registered mark of the Project Management Institute, Inc.

Troy Katterheinrich, CFP® RMA®

Retirement Planner

Troy has been working with retirees and those approaching retirement since his first day in the industry. He has found his calling in this work and will operate closely with Roger to implement the Agile Retirement Management® Process, encouraging and helping clients rock retirement!

• CERTIFIED FINANCIAL PLANNER™ Certificant

• Retirement Management Advisor®

• Series 66

• B.S. Finance, Palm Beach Atlantic University

What He Cares About Most

Living an authentic life. Growing in wisdom. Championing his roles as a husband, father, and friend.

What He Enjoys

Being present and finding joy in life with his wife and sons. All things golf, water sports, and involvement in his local church and community.

 Kim Davis

Director of Client Care

Attentive and with a keen eye for details, Kim brings over 20 years of administrative experience to her role.

She creates awesome client interactions and ensures a smooth operational experience for client requests.

What She Cares About Most

Spending time with friends, family, and the fur kids, Gemma and Jack.

What She Enjoys

Watching movies, trying new recipes, gardening and home decorating projects, leisurely hikes and camping with friends.

Nichole Mills

COO

Affectionately known as “Rock Star,” Nichole has held various roles in the financial services industry since 2009.

She is the engine that keeps all of the business processes running and the organizational mastermind who sees Roger’s brainchildren to fruition. You may hear her pop up from time to time on The Retirement Answer Man® show.

What She Cares About Most

Experiencing life with her amazing husband and being an engaged mom to their three sons.

What She Enjoys

Good books, hot coffee, quirky humor, adventures with her people, and cooking.