President of Anthem Wealth Management. He joined the team in 2017 to further his passion for using his time, talent, treasure, and experience to serve and benefit others.
Prior to joining anthem, Colin led US government sales and marketing for Comtech Systems, Inc., where he advised the military and US government agencies regarding risk mitigation strategies to overcome communication challenges for both military operations and border security. Prior to Comtech, Colin gained Fortune 500 finance, marketing, and project management experience while serving as Senior Financial Analyst and Senior Project Analyst for Darden Restaurants, the world’s largest full-service restaurant company.
Colin brings nine years of experience in government engineering and communications, having served in the US Navy as a submarine nuclear officer, communications officer, and ship driver for a $2B OHIO class submarine. As “COMMO” aboard the USS RHODE ISLAND, Colin supervised the receipt, transmission, and decoding of all submarine related messages, led the team of officers responsible for command and control of all nuclear missile launch orders and exercises, was responsible for all submarine nuclear launch codes and cryptography, and earned the USSTRATCOM 2010 Omaha Trophy Award as the #1 Strategic Communications submarine in the US Navy.
Colin received his Bachelors of Science in History from the US Naval Academy in 2006. In 2010, the Naval Nuclear Security Administration certified Colin as a Naval Nuclear Engineer. After the Navy, Colin earned is MBA, graduating first in his class with concentrations in finance and management from the Rollins College Crummer Graduate School of Business in 2013. Colin was the recipient of the 2013 SunTrust Distinguished Leader of Merit Award, is a graduate of the Central Florida Political Leadership Institute (2012), and currently serves as a Blue and Gold Officer for the US Naval Academy. Colin has served on the Board of Directors for Ten Thousand Villages—Winter Park, FL from 2011-2016 and for the Crummer Graduate School of Business Alumni Board from 2013-2016. Colin has passed his Series 65 examination.
Colin loves spending time with his wife and two daughters, playing table tennis, and practicing Brazilian Jiu Jitsu.
Roger created Anthem Wealth Management in 2007 after a 20-year career in technology. His vision was to create a financial services company where advisors truly care about their clients, act in their best interest, and serve them for a lifetime.
Prior to founding Anthem, Roger served as VP of Marketing at JDSU, where he led the systems division of JDSU in its sale of network management systems worldwide. Before this, Roger founded the software company, NeoButler in 1999 and raised Series A funding of $1.1 Million. In spite of the 2000 “tech bubble crash,” Roger raised $9.5 Million in a Series B raise in an environment that has been labeled “Nuclear Winter” for Tech companies. Roger led NeoButler to a successful exit in 2003 through the sale of the company to Global Logic.
Other notable career career positions for Roger prior to NeoButler include serving as VP of Marketing at Ganymede Software and Product Manager at Wandel & Goltermann and Paradyne Corporation. Roger’s long career of building product lines and companies provides him a unique perspective in advising business owner clients. Although an expert in the technology industry, Roger’s love of investing drew him away from the technology world and led to the creation of Anthem Wealth.
Roger received his Bachelor’s of Science in Finance (Magna Cum Laude) from the University of Maryland in 1987. He earned his MBA from the University of South Florida in 1992. Roger has passed his Series 63, 7, and 24 examinations. He also holds multiple patents in technology. He enjoys spending time with his wife, children and grandchildren, neighbors and friends, and especially his cat Max.
Brian specializes in full financial planning, which involves a deep analysis into risk management, retirement planning, investment management, strategic credit, and estate planning. As a Certified Financial Planner, Brian worked at BB&T Wealth with high net-worth clients. In 2013, he co-founded Brevity & Associates to help financial professionals and clients navigate the complex world of risk management. Brevity developed a unique approach of listening and then delivering comprehensive, yet concise, solutions. Brian earned his B.S. in Finance from UNC Wilmington and then an M.B.A. from Appalachian State University. Brian has passed his Series 66 and 7 examinations.
- CFP® (Certified Financial Planner)
- Life, Health, Disability and Long-term Care Insurance
Our team has one focus—giving you personal attention as we work together toward your best financial future. Many companies in the industry say similar things, talking about selfless service. Advisors at Anthem Wealth listen first, understand second, and then provide expert advice every step of the way. You can rest assured our leadership is committed to your success first, every day.