Our Qualifications

Jon M. Rogers PhD, ChFC, CLU

Jon has his PhD. in Financial Planning, he is a Chartered Financial Consultant, a Chartered Life Underwriter, and has worked in the financial services industry for more than 45 years. Jon is also an Adjunct Professor at Webster University and North Greenville University, teaching Finance, Marketing, and Business.

Along with a vast knowledge of the financial arena, Jon brings a lifetime of practical experience to the planning table.

Jon is married to Jeanette, has three daughters, and ten grandchildren.


 

David S. King RFC

David is a graduate of Clemson University with a Bachelor of Science degree in Financial Management and a minor in Accounting. David has been in the financial services industry more than 15 years.

David concentrates on investment planning, and tax planning and preparation. David is married to Melissa and has five children, Jon's grandchildren.



De Anna Morris

De Anna has been with Rogers Financial Group since 2006 as Office Manager with a strong emphasis on client relationship satisfaction.  She provides administrative support to both Jon and David.  A former stay at home mom, De Anna managed a small home based business, volunteered in community serivce, as well as served in the retail industry. 

De Anna and her husband, Mike, have been married for twenty two years and live in the Greenville area with their three young adult sons.

Amanda Long      

Amanda is a native of the upstate and has served Rogers Financial Group since 2007. Amanda has experience as a relationship banker as well as the that of a small business owner. Her experience and training have provided her the neccessary skills to deliver quality service to our clients. 

Amanda has been married to her husband Jeff for thirteen years and together they have three children:  Sydney, Hayleigh, and Katelyn.