Roleen has been in the financial industry since 2004. He started his career as a life insurance agent in Georgia while completing his college degree. Roleen graduated from Georgia State University in Atlanta with a degree in Actuarial Science and Finance. After graduating in 2007, he joined BHA Consulting as an actuary and specialized in retirement, pensions, and benefits consulting where he developed a passion for retirement planning and prudent investing. His years as a pension consultant gave him an inside view of institutional investing and how decision makers chose investments. In March 2023, Roleen joined Paul Winkler, Inc., an investor coaching firm, to leverage his years of experience as a pension consultant to help clients create a roadmap so they can take control of their wealth, achieve their goals, and find their purpose for money. After 15 years of pension and retirement consulting and most recently with Deloitte, Roleen realized that retirement planning has shifted to individuals and people, now more than ever, need help with retirement planning and prudent investing. In late 2020, he sought a career where he can apply his experience so he could help individuals and families create the possibility of a secure retirement and financial future. Roleen started pursuing the Chartered Financial Consultant (ChFC®) degree in 2021 and completed it in 2023. He is also a Certified Financial Planner (CFP®) candidate. Roleen is married to Anne, his high school sweetheart. They enjoy spending time with their two sons and princess by attending all their activities and chaperoning them as they explore new places. In his spare time, he reads, listens to podcasts, pretends to know how to play golf, and thinks he can still play basketball.