NICHOLAS D. ROGERS, LUTCF®
PRINCIPAL
Nick Rogers, principal and founder of Rogers Financial Group, knew from a young age that he wanted to be a financial advisor. Helping his clients understand how to grow, manage, and protect their money is extremely rewarding for Nick, and he enjoys putting himself in his clients’ shoes and treating each of their situations with the same care and concern he gives to his own financial health and wellbeing. No matter how much planning someone has already done, or how complicated their situation might be, Nick always looks forward to helping people better their lives through proper planning and protection.
Nick holds his series 6, 63, 7 and 66 licenses, and he’s a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Roundtable (MDRT). As a result of his commitment to client service and results-oriented approach, Nick has been recognized with numerous honors, including Washington State Top Financial Professional 2022 from Forbes magazine.
When he is away from the office, Nick cherishes the time he spends with his high school sweetheart, Annette, and their two sons, Braeden and Noah. Nick is actively involved in his sons’ basketball, soccer and baseball teams and on Sundays you can find him playing drums or piano at Sun Valley Church.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Data provided by SHOOK®Research, LLC. Data as of 12/31/21.
Source: Forbes.com (July, 2022). Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.