Will Rogers likes to use an old sailing adage for helping his clients steer through the sometimes treacherous waters of financial planning.
“I happen to know how to navigate by the stars,” said Rogers, an Ameriprise financial advisor for 20 years. “Throw me in a storm. Spin me around and if it comes up noon that I have no clue where I am, let me wait about eight hours and when the sun goes down, I find some of the key reference points and then I know which way to sail.”
The avid sailer finds it easy to look up at the skies for guidance.
Born in Wisconsin and raised in Alaska, Rogers didn’t make the move to Augusta until the 1990s, when he came to the area as a dependent spouse.
His former wife, Teresa, was a nurse with the Army. Rogers, who also has roots in the Army, spent the bulk of his eight-year service in the National Guard and Army Reserve.
Once in Augusta, Rogers walked into IDS Financial Services on Broad Street with student loans he had taken out to pay for college tuition at the University of Montana. Rogers instead invested the money in mutual funds through IDS.
By the end of college, Rogers ended up with slightly more money from the investments than he needed to pay back the loans. After telling his
story to an advisor at IDS, Rogers walked out of the office with his future career in tow.
“He continuously studies his craft,” said Ameriprise financial planner Bob Centers, who has shared office space with Rogers for 20 years.
Since 2005, Rogers has taken some of his 160 clients on get-away cruises that help to build lasting bonds.
“I’m all about people who care about the community that want to provide for their family but make the world we live in a better place,” Rogers said.
In October, Rogers will become chairman of the Golden Harvest Food Bank.
“Will is extremely passionate and energetic when it comes to getting anything done,” said former Golden Harvest Food Bank Chairman Wayne Wallace. “Any task, any initiative, Will is going to take a leadership role.”
Active at St. Teresa of Avila, Rogers – a Eucharistic minister and lecturer – was part of a team in charge of raising capital for the church’s new worship building.
Rogers said he remains dedicated in helping his clients give back to the community and leave a legacy.
In the past, clients have left donations to hospitals and churches. Some will volunteer to feed the hungry at the Master’s Table Soup Kitchen before Thanksgiving, he said.
“A lot of folks will just give $5 to somebody that wants a lunch,” Rogers said. “They’ll give a little bit extra to teachers (and) spend some time mentoring kids.”
Rogers, 43, looks forward to doing some mentoring of his own.
“My current mission is to mentor several people to take better care of clients than I do,” said Rogers, adding that he could see himself as a financial planner for another 20 years.