Professional Background


About Me


Your are a human being. Your life is more than a math equation and this is more than a business relationship…so let’s get to know each other.


Professional Background

I earned my Bachelor’s degree from John Carroll University with a major in Business Management and a minor in Psychology. Shortly after relocating to Southwest Florida in 2005 I began to pursue a career in the financial services industry as a mortgage professional.

It didn’t take long for me to recognize that this particular segment of the industry was driven by short term transactional relationships. Seeking an opportunity to pursue relationships with clients that were longer term and wider in scope, in 2007 I began the process of becoming licensed to deliver insurance and investment advice to the public.

By the end of 2008, I obtained my Florida 215 insurance license, passed the Series 7 General Securities Representative Exam (GSRE), and also passed the Series 66 (The Uniform Combined State Law) examination. From 2008 thru September of 2014, I worked with a firm in Fort Myers, Florida providing insurance and investment related advice and services to his clients. During this time I gained considerable knowledge and experience in all of the core domains related to personal finance and made the decision to become a Certified Financial Planner™ professional in an effort to build competence and demonstrate a commitment to my calling.

Since that time I have made some good but difficult decisions surrounding the direction of my business and how I would integrate with clients. I went from a commission and fee model in which nearly all of my income was generated from selling financial products to becoming a fee-only financial planner overnight. It was a painful process but it was also freeing in many ways and I am glad that I did it.

Sean Rogers | Fee-Only, CERTIFIED FINANCIAL PLANNER™

I have owned and operated my firm, Rogers Wealth Management Services, LLC since 2017 and have recently rebranded the firm name to Capital Stewardship Partners. I look forward to building and growing this practice by providing competent, fee-only financial planning, investment management, and cash flow tracking and reporting services to Gen-Xers and Millennials in the Grand Rapids, Michigan area and across the country.


Resume

EXPERIENCE

Capital Stewardship Partners
Founder and Lead Advisor
2017 – PRESENT
Capital Stewardship Partners is a DBA of Rogers Wealth Management Services, LLC and an independent Registered Investment Advisory (RIA) firm that I own and operate.  The firm focuses on delivering competent, comprehensive personal financial advice in a conflict free environment.

FPA of Southwest Florida
Chapter Administrator
2017 – 2018
FPA of Southwest Florida is a local chapter of the national professional organization focused on providing leadership and advocacy for CERTIFIED FINANCIAL PLANNER professionals, educators, service providers, and students.

Sean Rogers, CFP®
Investment Advisory Representative
2014 – 2016
Independent contractor and Investment Advisory Representative (IAR) of Dynamic Wealth Advisors.  Activities were focused on providing fee-only financial advice and services.

Blue Line Painting & Contracting
Owner
2003 – 2015
While attending high school and college I worked for an incredible and successful painting company during summer breaks.  I was inspired by one of the owners in particular based on many impressive character attributes and unique capabilities. I wanted to emulate him and with a business degree decided to forego corporate job opportunities and pursue entrepreneurship right out of the gate.  I became a mostly inactive owner in the business after relocating to Florida in 2006 and transferred my remaining business interest to the primary operator of the business at the end of 2015.

Guardian Life Insurance Co. / Park Avenue Securities
Financial Representative
2008 – 2014
Financial Advisor and Registered Representative within a large insurance and investment organization.  Activities were focused on the sale of insurance and investment products. Consistently reached Million Dollar Round Table (MDRT) and Leaders Club production levels.

Golden Palm Mortgage
Loan Originator
2007 – 2008
Mortgage Professional within a small mortgage brokerage firm.  Activities were focused on business development, loan origination, and loan processing.

First Nations Mortgage
Loan Originator
2006 – 2007
Mortgage Professional within a small mortgage brokerage firm.  Activities were focused on business development, loan origination, and loan processing.

EDUCATION & CREDENTIALS

University of Illinois
Master of Science in Accountancy
January 2019 – Present
Currently enrolled as a part time degree seeking student in a prestigious accounting program that has been made available in a virtual, flexible, and affordable format.

CFP Board
CERTIFIED FINANCIAL PLANNERTM
2014 – Present
Completed the CFP Board’s prescribed academic curriculum, modular examinations, and comprehensive examination.  For more information regarding CFP® certification requirements:
https://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

John Carroll University
Bachelor of Science, Business Administration
1999 – 2003
Bachelor of Science in Business Administration; minor in Psychology.

Professional Organization Affiliations
Learn more about these organizations…