Meet Bill Roger’s Financial Team

Bill Rogers and his team work together to help you move forward with a clear, well-executed financial strategy. With a focus on disciplined planning and attentive service, this team supports every stage of your retirement journey.

From strategy development to ongoing coordination and implementation, Bill’s team is committed to helping you stay aligned with your long-term objectives.

CONTACT BILL'S TEAM

Financial Advisor

Bill Rogers

As your Financial Advisor, I focus on truly understanding what you want your money to accomplish. Together, we outline a strategy tailored to your objectives, and I help oversee its direction as markets, life events, and priorities change.

I collaborate closely with our internal team to ensure each step is carried out with intention and follow-through, so your plan stays aligned and purposeful over time.

Bill Rogers, Financial Advisor for Beacon Capital Management

Client Relations Administrator (CRA)

Karleigh Minenna

I work closely with Bill to help ensure your experience is organized, responsive, and well-coordinated.

When you reach out with a request—whether it’s updating account details, processing contributions or distributions, adjusting beneficiaries, or arranging your next review—I help manage those items from start to finish.

I stay in communication with Bill so he remains informed, while I focus on keeping the details on track and making sure your requests are handled promptly and accurately.

Email: [email protected]

Karleigh Minenna, Client Relations Administrator (CRA) for Beacon Capital Management.

Need To Schedule A Review?

Reviews give us an opportunity to discuss any changes in your financial situation, prepare for the next steps and overall updates on the portfolio and progress of your plan.

SCHEDULE A CLIENT REVIEW

Meet the rest of the Beacon family and learn more about Beacon Capital Management's core values.

The team behind Beacon Capital Management is made up of qualified financial professionals who are passionate about helping individuals and families just like you achieve your ideal retirement, and we’re with you every step of the way.

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Introduce a friend to Beacon and join the Beacon Black & Gold Club!

Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Becoming an advocate for your friends and family’s financial well-being will mean so much to them.

Your introduction is the biggest compliment you could give us.

The Beacon Black & Gold Club is a group for our clients who support us through introducing us to new clients. A great way to share the financial confidence you’ve gained with the people you love. Unlike some awkward, salesy referral programs, we think of introductions as a positive way to make a difference in someone’s life.

Introduce a Friend

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