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Patrick Rogers


What does your dream retirement look like?

Before beginning his career as a financial advisor, Patrick spent several years working as a product design and test engineer for top tier brands in the automotive and industrial vehicle industries.  Throughout this time, he grew a passion for providing high quality service to end users and always sought ways to generate added value for his customers.

Patrick now carries this same passion into his business and works diligently to ensure his clients have both a clear understanding of their individual strategy and a simplified path to financial independence.  One of his favorite ways to do this is by serving as one of Dave Ramsey’s SmartVestor Pros and partnering with clients through the Baby Step process.

Patrick met his wife, Haley, during their last year at the University of South Carolina.  They share a love of dancing, spending time in community with their church, and their dog Dottie.  Haley works for SYNNEX in Greenville as a program manager, but also supports Patrick and his clients by ensuring their business’s message is always clear and motivating.

Patrick and Haley are active members of Fellowship Greenville church and enjoy fostering intentional relationships with friends and acquaintances they have met through various parts of life.  When not assisting clients, they seek out opportunities to dance the night away at the local Carolina Shag Club, just like they did when they first met.

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