Meet The Team

Lori Rogers began her career in the insurance and financial services industry in 1992. Lori guides her clients through a focused financial planning process that helps them to achieve their retirement goal of financial independence.  She offers a full range of investment products and services to both individual and small business clients in the areas of retirement planning, income distribution planning, and estate planning strategies.

Lori obtained a BA degree from Stetson University and went on to obtain her LUTCF designation.  She has passed the Financial Industry Regulatory Authority (FINRA) examination and holds Series 6, 7, and 65 registrations.

Additionally, she holds a State of Florida life, health, and variable annuity insurance license.  Lori has been recognized as a leading financial professional on several occasions beginning with the National  Leader’s Club (1993-1997), President’s Cabinet (1998), Centurion (1999- 2024), Hallmark I (2002), Hallmark II (2006), Hallmark III (2008), Hallmark IV (2012) Hallmark V (2016), Hallmark VI (2019), Hallmark VII (2021), Hallmark VIII (2023), Hallmark X1 (2025).  Hall of Fame (2003), Summit (2003, 2005, 2006, 2007, 2008, 2010, 2017, 2018), Advisor of the Year (2001, 2003, 2005, 2006, 2007, 2008), ESF of the Year (2000, 2002, 2009, 2010), Sterling Group (2002-2005), Paramount Planning Group (2005-2019),  Elite Producer Group (2020-2024), life qualifying member of the Million Dollar Round Table (MDRT 1995-2025), Bronze Eagle Award (2005, 2006, 2008, 2010, 2017, 2018, 2019, 2020, 2021), Silver Eagle (2007, 2021-2025), Circle of Excellence (2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018), Superior Achievement Award (2008),  Distinguish Service Award (2013) and 25yr. Veteran’s Service Award (2017). Equitable Gold (2020- 2025).  Lori also qualified for the prestigious Order of Excalibur Award in 2006.

Realizing that her community is the foundation of the clientele she serves, Lori is very active in many personal and professional organizations within her community.  She is active in the Sarasota Association of Insurance & Financial Advisors and Million Dollar Round Table, as well as volunteering at her children’s school.

Lori has been married to her husband, Damon, since 1996. They have three boys, Roman, Bronson, and Kane. In her free time, she likes to spend time with her family, boating, and traveling.

Roman is a licensed Financial Advisor with two years of experience helping clients make informed, confident financial decisions. Holding the Series 7, Series 66, SIE, and Florida 2-15 Life, Health & Variable Annuities licenses, Roman provides comprehensive financial strategies that encompass both investment management and insurance planning.

Since starting his career at Equitable, Roman has focused on developing personalized plans for individuals and families, specializing in retirement planning, wealth building, risk protection, and overall financial wellness. He takes pride in building strong, long-term relationships based on trust, education, and transparency.

Roman earned his bachelor's degree in Finance/Business-admin from Stetson University and is committed to continuous learning to stay current with evolving markets and client needs.

When he’s not working with clients, Roman enjoys traveling, staying active at the gym, and exploring new restaurants and cuisines. He values discipline, growth, and balance—both in life and in the financial plans he helps create.