Roger Southward, CFP®
Pickerington, Ohio Financial Planner

Roger E. Southward, CFP® has been serving individuals through Southward Financial Services LLC since January 2000.  As a financial planner and registered investment advisor, he is committed to providing personalized services to middle-income clients, helping them to achieve financial peace of mind and to accomplish their goals and dreams.  Financial planning is personal; every client is a unique individual and is treated as such.  Planning starts with clients identifying and prioritizing their goals.  Strategies are selected to achieve those goals within the limits set by the client.  Roger then acts to implement those steps and monitors them regularly.  Client funds are always kept in their name and they always retain full control of their own funds.  Roger has held the CFP designation since February 1999.  He holds a Bachelor of Arts in Political Science from Wittenberg University and a Masters of Public Administration from the Maxwell School, Syracuse University.  Prior to starting Southward Financial Services LLC he served for ten years as vice president for business and finance at Trinity Lutheran Seminary, Columbus, Ohio, where he played a key role in the management of the endowment.  As human resources director, he provided counseling to staff and faculty on the institution's retirement plan.   Roger and his wife and business partner, Karen Southward, CPA, have two children and have lived in Pickerington, Ohio for ten years.  They are active in Girl Scouts, youth lacrosse and their church.     

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