Experience

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  Rohn Financial Strategies, Inc.

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Founder

    • Mar 1997 - Present

  • President

    • Sep 1997 - Jan 2023

    I founded Rohn Financial Strategies, Inc. in 1997 with my wife, Ann, to help clients to achieve their financial goals by planning and managing their investments and employee benefits. Our team of advisors have over 70 years of experience serving clients financial needs. Based on this experience, we have developed a unique consultative approach to providing clients with investment and insurance solutions to complex financial problems. We specialize in employee benefit planning for businesses and financial planning and investment management for individuals. Our goal is to provide quality financial advice to assist clients with attaining their personal and business objectives; and, to enhance the value of each business clients' employee benefit program.We are committed to helping our clients design and implement comprehensive strategies that utilize their financial resources in the most cost effective and tax efficient way to accomplish their personal and business objectives. We provide value to our clients through our goal oriented Lifestyle By Design planning process and to the community by promoting educational enrichment programs.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Rohn Financial Strategies and Cambridge and not affiliated.

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  Paul Revere Life Insurance

  • Arizona and New Mexico

  • General Manager

    • 1984 - 1997
    • Arizona and New Mexico

    Developed a network of insurance brokers throughout Arizona and New Mexico to market individual disability income plans. The company specialized in working with physicians, attorneys, and corporate executives.

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  Principal Financial Group, American General Lif...

  • Seattle, Washington

  • Life Insurance Agent and Brokerage Manager

    • 1975 - 1984
    • Seattle, Washington

    Responsible for life insurance sales and broker recruiting. Set production records for broker development and sales growth throughout territory.

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  Bellevue School District

  • Bellevue Senior High

  • Teacher

    • Sep 1970 - Jun 1975
    • Bellevue Senior High

    Taught high school juniors and seniors American History, American Government, and Anthropology. As advisor to student government acted as laison between students and administration. Assistant wrestling coach.

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  Peace Corps

  • Philippines

  • Peace Corps Volunteer

    • 1967 - 1969
    • Philippines

    I served in the Philippines for two years as a Volunteer responsible for teaching English as a second language, and educational curriculum development at Father Urios College designed to foster understanding of cultural differences. This cross-cultural experience was invaluable in helping me to ...