How Much Home Can I Afford?

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Social Security Benefit Options

Attend an informational meeting about the Social Security Benefit options.

September 13th, 2018

12:00pm - 1:00pm

Health Savings Accounts may provide you with remarkable tax advantages. Provided by Alicia Spurlock, MBA Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer...

Why You Want a Retirement Plan in Writing

August 29, 2018

Why You Want a Retirement Plan in Writing Setting a strategy down may help you define just what you need to do. Provided by Walter W. Roop, CLU®, RHU® Many people save and invest vaguely for the future. They know they need to...

Should You Leave Your IRA to a Child?

July 31, 2018

Should You Leave Your IRA to a Child? What you should know about naming a minor as an IRA beneficiary. Provided by Rob Lackey Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets...

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,Masters of Business Administration and a Masters of Arts and Teaching degree in Business and Technology Education 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 and 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.

Jeff Goldsmith

“We seek out the best wherever we can find it — the best rates, the best solutions, the best technology. With a valuable cache of actionable information, we create solutions for our clients that point them in the direction...

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...

How Much Home Can I Afford?

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