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Grand Ledge

Roger Millbrook

JD, CPA, PFS

Senior Wealth Advisor

11973 Sweetwater Dr
Grand Ledge, MI 48837

Roger Millbrook

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Roger Millbrook

Professional Certifications

  • JD – Juris Doctor
  • CPA – Certified Public Accountant
  • PFS – Personal Financial Specialist

About Roger

Roger is active in the Grand Ledge Rotary Club, including serving as president in 2009–2010, and was named a Paul Harris Fellow. Roger formerly served on the Finance Committee of the Board of Directors of the Lansing Community College Foundation. He also holds a Michigan Real Estate Salesperson License.

Education and Professional Milestones

-Hillsdale College - bachelor of arts in finance

-Michigan State University College of Law - doctor of law

-Roger was a co-founder of Siena Investments, where he also served as a wealth advisor.

-Prior to forming the Siena family of financial services with Stephen Hicks, Roger served as an associate with Maner Costerisan in Lansing, Michigan.

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