Meet the Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jon M. Rogers PhD, ChFC, CLU, MRFC, CAP

Owner

864-250-1376

864-250-1377

jrogers@osaicwealth.com

Jon has his PhD. in Financial Planning as well as many qualifications that have allowed him to achieve the experience needed to care for each of his clients. Jon is a Chartered Financial Consultant, a Chartered Life Underwriter, and...

David S. King MRFC

Master Registered Financial Consultant

864-250-1376

864-250-1377

dking@osaicwealth.com

David is a seasoned financial professional with nearly three decades of experience in the financial advisory industry, having started his career in 1995. A graduate of Clemson University with a Bachelor of Science in Financial...

Lindsay Stone

Financial Professional

Lindsay Stone is a native of Greenville, SC, and a graduate of Winthrop University. She has had a long-standing relationship with Rogers Financial Group and officially joined the family in 2023. Lindsay is married to Patrick Stone and...

Amanda Long

Client Service Manager

864-250-1376

864-250-1377

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 that of a small business owner. Her experience and training have provided her the necessary...

De Anna Morris

Client Relationship Manager

864-250-1376

864-250-1377

De Anna Morris is our Client Relationship Manager. She has been part of the Rogers FinancialGroup family since 2006. By integrating her experience of leadership, communication, andhospitality into our workday, she provides office...

Maddie Turner

Marketing Director

Maddie Turner is the wife of Shaun Turner and a proud mom of two young boys, Keegan (3) and Shepherd (1). Maddie is a graduate of North Greenville University with a Bachelor of Science degree in Business Administration. Since...

Donna Cothran

Client Relations

With over six years of experience at Rogers Financial Group, Donna Cothran has been an integral part of the team since January 2018. In her role in Client Relations, Donna works diligently to ensure that all clients’ needs are met with...

Maxwell King

Financial Professional

8642501376

maxking@osaicwealth.com

Maxwell King is a dedicated Financial Professional committed to helping clients build, protect, and grow their wealth through personalized financial strategies. With a strong foundation built on industry-recognized certifications—including