Summary

An accomplished financial services professional, Michael Roeser holds more than 25 years of experience in financial planning and portfolio risk management. Currently based in Libertyville, Illinois, Mr. Roeser serves as President of Bedford Financial Group, an affiliate company of SagePoint Financial, Inc. Mr. Roeser also offers expert services regarding tax management and financial planning. Since joining Bedford Financial Group, Michael Roeser helped the company garner more than 400 clients and grow to over $100 million in assets. His career successes include attaining the highest level of achievement by SagePoint for 21 years in a row. Michael Roeser holds a double Bachelor of Science in Business Administration and Political Science from Jamestown College in North Dakota. Professionally, he is qualified as a Chartered Financial Consultant and a Chartered Life Underwriter. He supports charitable organizations including the American Heart Association, the American Cancer Society, the American Lung Association, and the Down Syndrome Development Council.

Work History

Work History
Jan 1991 - Present

President

Bedford Financial Group
Jun 1984 - Jan 1991

Sales Manager

Cigna Corporation

Education

Education
Aug 1980 - May 1984

BS

Jamestown College