Rodger Premeau, ChFC®, CLU®, CRPC®, RICP®

Rodger Premeau brings over 20 years of excellence in the financial services industry. His practice is dedicated to delivering targeted expertise to clients, in partnership with fellow financial professionals.

A lifelong learner, Rodger earned a Bachelor of Science degree in Mechanical Engineering from UW-Madison. After graduation, he spent six years in the engineering software industry before transitioning to financial services. He is driven to help individuals and families gain the insights they need to make informed financial decisions.

Rodger's commitment to professional excellence is evident in his numerous credentials:

• Chartered Retirement Planning Consultant (CRPC) from the College for Financial Planning
• Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP) from The American College
• Certificate in Retirement Planning and the Wealth Planning Fiduciary Certification from Wharton Business School’s Executive Education Program.
• Life and Health insurance licenses
• FINRA series 7, 66, and 24

Recognized as a subject matter expert, Rodger guides advisors and clients through complex topics to enhance their understanding and implement efficient and effective strategies. His expertise includes:

• Retirement Income Planning
• Business Owner Concerns
• Tax Management Strategies
• Estate Strategies
• Risk Management

Rodger resides in Waukesha, WI with his wife Melissa and their three college-age children. He is an avid reader and enthusiastic hobbyist with diverse interests, including baking, computer assembly, freshwater aquariums, and portable solar power systems.