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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Patrick Rogers

Clarity and simplicity are the keys to long term success, especially when it comes to your finances. Most people, though, are confused about how to steward their money well so they can achieve their dream life. That’s why you need a simple map and a personal guide to walk with you along your financial journey and keep you on track to leave a legacy that makes you proud.

I am passionate to both understand what motivates you for the future and help you overcome the barriers that could prevent you from retiring with confidence. There are many elements that must work together over time to help you maximize returns, reduce taxes, and protect your hard earned wealth. So I use time tested principles and take a holistic approach to clarify your financial picture, educate you on your best next steps, and create a personalized financial plan to ensure you can provide for your family while making work optional in retirement.

After growing up in a Dave Ramsey household, I know what it takes to steward money well and succeed with financial independence. My wife, Haley, and I are driven on our own personal journey to educate others about this same success and help them be prepared for the future. When not working with clients, you can find us spending time with our family, hanging out with friends from church, or dancing the night away at the local Carolina Shag Club.

Schedule a Call

We’ll start with a conversation to get to know each other

Meet Up

We’ll set up a time to meet in person or virtually

Get a Plan

I’ll present you with a customized plan based on your goals

More About Patrick:

  • CFP® Certified
  • SmartVestor Pro Since 2018
  • Series 6, 63, 65
  • Life Insurance and Variable Lines Producer
  • Gamecock Alumnus
  • Competitive Carolina Shag Dancer
  • Member at Fellowship Greenville

Locations Served


  • 864-383-1634
Office Address
104 Renaissance Circle
Mauldin, SC 29662

State Licenses

Affiliated with all 50 states