Ty Rogers

Ty G. Rogers

CRPS®, CRPC®
Managing Director
Certified Plan Fiduciary Advisor

Focus

Ty is dedicated to educating both plan sponsors and employees on how best to offer and make use of 401(k) plans. He focuses on helping plan sponsors navigate their way through the ever-changing and complex responsibilities of corporate sponsorship. He is also driven to advance employee education about the importance of saving for retirement. As an independent advisor, Ty is excited about creating customized, techenabled services based on his clients’ evolving needs.

Background & Experience

Ty is dedicated to educating both plan sponsors and employees on how best to offer and make use of 401(k) plans. He focuses on helping plan sponsors navigate their way through the ever-changing and complex responsibilities of corporate sponsorship. He is also driven to advance employee education about the importance of saving for retirement. As an independent advisor, Ty is excited about creating customized, techenabled services based on his clients’ evolving needs.

Ty currently holds the 7, 24, 31, 63 and 66 licenses through LPL Financial as well as Life & Health. He has earned the designation of Chartered Retirement Plans Specialist (CRPS ) and Chartered Retirement Planning Counselor (CRPC ) through the College for Financial Planning. Additionally, he is a Certified Plan Fiduciary Advisor through the National Association of Plan Advisors (NAPA) and was recently selected to participate in the Allianz Global Investors Center for Behavioral Finance program where he received his advanced education on the application of behavioral finance in retirement plans. Ty is also an active contributor to the Wall Street Journal.

Away from the Office

Beyond loving his occupation, his other interests include travel, music and basketball. Ty is happily married and has three children.

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