Roger started Kadisak Financial Services, Inc. in 1995. He is the president, and a licensed Certified Financial Planner. Roger is the sole investment advisor and performs all client reviews, asset allocations and investment selections. He does extensive research and analysis on mutual funds and the economy; his detailed approach continues to generate low-cost investment portfolios that have resulted in above-average returns (when compared to appropriate benchmarks) over the long-term.
Roger has a Bachelor’s degree in Accounting from Indiana University and a Master’s degree in Business from DePaul University. He is a registered Certified Public Accountant. Prior to starting Kadisak Financial Services, Inc. he served as Chief Financial Officer for The Aberdeen Group (a privately owned publishing company).
Roger resides in Naperville with his wife, Celeste. He enjoys spending time with his family and grandchildren and loves to read economic and financial publications, as well as espionage and mystery novels. He is a passionate fan of the Chicago Bears, White Sox and Bulls.
