speaker-info

Rodger Johnson

Partner

Rodger Johnson is a native East Texan currently residing in Bullard. He entered the Financial Services Industry in 1978 and earned a Masters of Science in Financial Services from The American College. An avid believer in continuing education, Rodger holds designations as a Chartered Financial Consultant, Chartered Life Underwriter, a CERTIFIED FINANCIAL PLANNERTM practitioner, and a Chartered Advisor in Philanthropy (CAP®). He has facilitated CAP® classes in Tyler and Dallas, TX, assisting attorneys, investment and insurance professionals, and non-profit directors in understanding the bigger questions facing affluent families regarding their philanthropic endeavors.

Rodger’s 30-plus year tenure assisting multigenerational family businesses, closely-held corporations, and high net worth individuals equips him with invaluable insight and perspective. Rodger believes clients find great solace in having The Bigger ConversationsTM – conversations that stretch their minds and hearts into new and empowering realms of their own thinking. When The Bigger ConversationsTM precede discussion around legal structures and financial instruments, the resulting technical planning takes on greater meaning and therefore greater momentum. Planning is no longer about how the strategies work, it’s about what the plan can aspire to achieve.

Rodger is a nationally recognized speaker on these topics. He is also a member of various industry groups including the National Association of Insurance and Financial Advisers and the Association of Advanced Life Underwriters where he serves on various committees.

Rodger and his wife of 35 years, Crystal, live in Bullard, TX, where they enjoy raising deer and time with their children and three grandsons. Rodger serves as a volunteer pilot for Angel Flight of America, on the New York Life’s Advisory Board of Directors, The Foundation Board of Directors for The American College, as well as the Advisory Council for Grace Baptist Church in Tyler, Texas. In addition to his church council service, Rodger teaches an adult Sunday school class and serves as the church’s music director. Rodger believes, “To Whom Much is Given, Much is Expected”.

 

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