Bill Roller, CFA, CFP®, CMT is experienced in financial planning and investment analysis. He focuses his consulting practice on estate, retirement, and financial planning for businesses and individuals. Bill started Beacon Rock Wealth Advisors / BR Capital Inc.in 2003 and registered it as an investment advisory firm on June 23, 2004. Prior to that, he worked for Merrill Lynch for over nine years. He has also worked in high technology. He was a finance and marketing analyst for a Portland avionics manufacturer and a medical software company in Philadelphia. He served for seven years as a U.S. Army officer in Infantry and Special Forces (Green Beret) units.
Bill is a Chartered Financial Analyst, recognized around the world as the premier designation in the investment profession as well as a CERTIFIED FINANCIAL PLANNERTM and a Chartered Market Technician. He has been licensed as a mortgage broker since 2004 (NMLS#107972). He is also a licensed Commercial Pilot of single and multi-engine airplanes. Bill earned a Bachelor of Science degree from the United States Military Academy at West Point in 1982, and he earned a Master of Business Administration (MBA) from the Wharton School of Business of the University of Pennsylvania in 1991.
Bill met his wife Shannon when she was a US Army nurse and they were stationed at Fort Lewis, WA. Shannon is an operating room nurse and Epic Analyst for PeaceHealth in Vancouver. When Bill is not working he enjoys flying and hiking in the wonderful places in the scenic Pacific Northwest.
“The biggest advantage we have as financial planners and investment managers is that we are also business owners. We have learned what it takes to start and build businesses. When we look at an investment, we look at it with an eye toward things like market size, profit margins, and return on investment. And when we recommend a course of action for a business or property owner, it is one that we have researched for our use.”
Family Bill met his wife Shannon when she was a US Army nurse and they were stationed at Fort Lewis, WA. Shannon is an operating room nurse for Southwest Washington Medical Center. They reside with their two sons in Vancouver, WA. When Bill is not working he enjoys flying and hiking in the wonderful places in the scenic Pacific Northwest.
Education is important to our firm. Bill has been an adjunct instructor at Clark College. His courses have included The Financial Crisis of 2008-2009, Introduction to Business Ownership, and Introduction to Financial Management. He is also at work on his first book.
Member and 2004 President of the Columbia Aviation Association
Member of the CFA Society of Portland
Past President of the Estate Planning Council of Southwest Washington
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