5 Smart Investing Strategies

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“When do I have to make mandatory withdrawals from my IRAs?” The basic rule is simple. Mandatory withdrawals from traditional IRAs, SIMPLE IRAs, and SEP IRAs generally begin after age 70½. They occur every year. (You...

The Sequence of Returns

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The Sequence of Returns A look at how variable rates of return do (and do not) impact investors over time. What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment...

Investment Policy Statements

July 16, 2019

Investment Policy Statements What are they? Why are they important? Provided by Walter Roop CLU, RHU A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the...

Featured Team Member

Walter W. Roop CLU®, RHU®

Professional Background Walter is a native Memphian and graduated from University of Memphis with a BBA degree in Business and received his CLU® (Chartered Life Underwriter) and RHU® (Registered Health Underwriter) designations.

Richard H. Fisher CLU, CHFC, CFP

Richard joined Roop Financial Services in 2007. With the knowledge he has gained during his 25 years of experience of working with people in the Mid-South area, he is uniquely positioned to help his clients achieve financial independence.

Alicia Spurlock, MBA

Alicia has Bachelor of Business Administration, Master of Business Administration and a Master of Arts in Teaching Education degree from the University of Memphis.

Tyler Roop

As Operations Manager, he is responsible for managing client information, processing paperwork to open new accounts, handling life insurance application submission, underwriting monitoring and performing other back-office operations.

Rob Lackey

Rob assists Roop Financial Services clients with a variety of internal account services working closely with the Senior Financial Advisor to assure all client needs are met.

Sean Jacobs

“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology."

Becky Kerstell

Becky Kerstall has 20 years of experience as a home school Mom. She loves getting to know our clients and is always happy to take care of them promptly. She knows that strong customer service is the key to getting and keeping clients...

5 Smart Investing Strategies

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