Interest

Sailing, Golf

Summary

Since 2002, Roger Sulhoff has served as a Senior Wealth Advisor at Private Client Advisory, Inc. Before coming to his current position, Roger Sulhoff acquired extensive experience in private wealth management, cultivating expertise in retirement income plans for individuals and employers, estate and inheritance preservation, and investments designed to yield preferable tax results. Roger Sulhoff holds Multi-State, Health, and Variable Insurance Licenses and is a registered Investment Advisor Representative. After earning his Bachelor of Business Administration from the University of Nebraska-Lincoln and Peru State College, Roger Sulhoff completed several training courses through the Financial Industry Regulatory Authority (FINRA). A resident of Gainesville, Georgia, near Lake Lanier, Roger Sulhoff participates in many philanthropic and charitable organizations. Roger Sulhoff is a member of the Kiwanis Club of Gainesville, Georgia, part of the global volunteer organization that improves the lives of children and communities around the world by increasing access to health care, clean water, safe shelter, and labor. Roger Sulhoff is also a member of the International Association of Advisors in Philanthropy (AiP) and currently serves as the chair of the Charitable Planning Group. In addition to his charitable work, Roger Sulhoff also belongs to various financial associations, allowing him to remain up-to-date in his field and maintain the highest level of advisory skill. Roger Sulhoff serves on the President’s Council of Genworth Financial Wealth Management, Inc. and belongs to the National Association of Insurance and Financial Advisors (NAIFA) and Million Dollar Round Table (MDRT). Before launching his career in the financial industry, Roger Sulhoff completed seven years of active duty in the United States Army Reserves.

Work History

Work History
May 2002 - Present

Senior Wealth Advisor

Private Client Advisory, Inc

Retirement and family Wealth Management

RESPONSIBILITIES

Personal and business wealth strategies and investment management

ACHIEVEMENTS

Crown Award 2010

ADDITIONAL INFO

Registered Investment Adviser

Education

Education
Sep 1961 - May 1966

Bachelors of Business Administration

University of Nebraska