Roger E Sulhoff
Senior Wealth Advisor Roger Sulhoff boasts nearly three decades of experience providing personal financial consulting services and wealth management strategies to individual clients, families, and companies across the country. With an extensive reserve of knowledge, Roger Sulhoff displays leadership in all his responsibilities as Senior Wealth Advisor at Private Client Advisory, Inc., including recruiting, developing, and managing securities representatives on a national level.
At Private Client Advisory, Inc., Roger Sulhoff specializes in retirement income plans for individuals and employers, estate and inheritance preservation plans, and investment strategies that favor tax deferments.
Roger Sulhoff holds a Bachelor of Business Administration; he completed undergraduate coursework at the University of Nebraska-Lincoln and Peru State College. In addition to business administration, Roger Sulhoff studied special education. Roger Sulhoff also completed the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 24, allowing him to obtain the Multi-State Life, Health and Variable Insurance Licenses. Roger Sulhoff became a registered Investment Advisor Representative after completing the FINRA Series 65.
An active participant of the financial industry, Roger Sulhoff is a qualified member of the Kingdom Advisors, and currently serves as the chair of the Charitable Planning Community Group. In addition, Roger Sulhoff is a member of the National Association of Insurance and Financial Advisors (NAIFA), the International Association of Advisors in Philanthropy, Inc. (AiP), the Kiwanis Club of Gainesville, Georgia, and the Million Dollar Round Table (MDRT). Roger Sulhoff is on the President’s Council of The Heritage Foundation and Genworth Financial Wealth Management, Inc. In the past, Roger Sulhoff has served as a board member of International Association for Financial Planning and as a Registered Representative of OneAmerica Securities, Inc.
Roger Sulhoff completed seven years of active duty with the United States Army Reserves. A resident of Lake Lanier near Gainesville, Georgia, Roger Sulhoff enjoys spending time with his wife of 40 years and their six children.
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