Advice You Can Trust.


Rogers Financial Services offers a wealth of industry experience, and a long track record of success creating custom financial solutions.  From wealth management to insurance coverage, group benefits to risk management and succession planning, we’ll make sure you reach your goals.

Designing comprehensive solutions for your personal and business finances, we help you build the best future possible – for you, your family, and your business.


We work hard to make you feel confident about your financial and investment plans. We’ll design a custom solution that is goal-oriented, helping you reach the goals you have for yourself, and your business.


Our recommendations are based on a combination of proven financial planning principles and strategies that are designed in your best interest. We build trust and do our best to eliminate the mysteries of insurance and investments.

With sound advice and a focus on risk management strategies, we’ll help you confidently explore opportunities you’ve never considered. Each solution is one of a kind, just like you. We are comfortable outside of the conventional box, which means that we will proactively find contemporary solutions that suit your lifestyle and long term goals.

When I started seeing Mimi, we started really small — life insurance policies for my wife and I. It quickly became obvious that I need her opinion on every action I make for my business.

Andrew - Client


Paul Rogers - President

Paul Rogers (CHS) – Managing Partner

Paul’s diverse experience in management, as a senior consultant and as an advisor handling sophisticated accounts has proven to be a valuable resource to his clients since 2001. Specializing in designing and implementing creative, long term risk management solutions for business owners, young professionals and affluent individuals, Paul strongly believes that the client-advisor relationship is one built on trust and a deep understanding of the client’s personal needs and business goals.

Paul is pleased to continue overseeing the direction of existing accounts and securing the financial futures of the next generation of Rogers Financial Services clients.

Mimi Rogers - Associate Advisor

Mimi Rogers (CFP, CLU, CH.F.C, CHS, CEA) – Associate Advisor

Meet the founder of Rogers Financial Services. With over 30 years of industry know-how, she adds a unique breadth of experience and acumen to Rogers Financial Services. Mimi brings a track record of remarkable success working with clients of all ages — from Gen X to Boomers to Zoomers. Whether you’re just getting started in your career, getting ready for retirement, estate and asset planning, or simply need advice on how to maintain your standard of living, Mimi will partner with you to make sure that you achieve your goals.

Matt Baxter Associate Advisor

Matt Baxter (CHS) – Partner

Matt advises clients in the areas of insurance, investments and group benefits. A graduate of the University of Huntsville in Alabama, Matt played Division I NCAA hockey while earning a Bachelor of Arts in Psychology. He began his career as an advisor at a leading Canadian financial services company.

His diverse client base is a testament to Matt’s commitment to customer service excellence, and through sound advice, he has put businesses and their owners, families and individuals on the path to attaining their financial goals.

I have worked with Paul over the past few years as we finalized the sale of our family business. His team’s attention to detail and his thorough understanding of the Life Insurance landscape made us feel confident we made the right choice. I have complete confidence that we found the right team to help us navigate this process.

John - Business Owner