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).
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®
Certified Kingdom 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.
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
Certificate in Financial Planning - College for Financial Planning
Series 65 Uniform Investment Advisor Law Exam – North American Securities Administrators Association
Project Management Professional (PMP®) certification – Project Management Institute
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.
Erin Coe, CFP®, CFT™, Enrolled Agent
Paraplanner
Erin is a career-changer who pivoted from an accounting and banking background to personal finance. She enjoys using her "mathletic ability" to help individuals reach their unique personal goals.
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Therapist™
Enrolled Agent
National Social Security Advisor™ Certificate Holder
Over 20 years of accounting and financial experience
What She Cares About Most
Spending time with her wonderful husband and kids, being outside in nature, and learning new things.
What She Enjoys
Erin's outdoor interests include running, hiking, kayaking, and sailing. When indoors, you will find her snuggled up with a good book and a cup of coffee or word puzzle.