Our Qualifications

Cathleen Teller is a Financial Consultant in our firm.  She has over 20 years in the financial services industry,  having worked in various financial firms within the community banking organizations.  In 1997 she founded Teller Financial Services, Inc.  as an independent representative.  

Cathy has obtained the Series 7 (General Securities) and the Series 26 (Investment Company & Variable Contracts Principal) licenses held through LPL Financial and is also licensed in the areas of Life, Health, Long Term Care Insurance and Annuities. 

Ronald M. Teller, Jr. is a LPL Financial Advisor with our firm.  He has over 25 years in the financial services industry, having worked in various financial firms within the community banking organizations.  Ron joined TFSI in 2006 as an independent representative and LPL Branch Manager.

Ron has obtained the Series 7 (General Securities), Series 24 (General Securities Principal) and the Series 65 (Uniform Investment Advisor) licenses held through LPL Financial and is also licensed in the areas of Life, Health, Long Term Care Insurance and Annuities. 

J.Scott Rogers is a LPL Financial Advisor with our firm. He has over 25 years in the financial services industry,  having worked as a consultant to advisory practices with Franklin Templeton Investments.  Prior to this he worked for T. Rowe Price as an Account Manager in the Retirement Plans division.

Scott has obtained the Series 7 (General Securities),Series 66 (Uniform Combined State Law, Investment Advisor) licenses held through LPL Financial and is also licensed in the areas of Life, Health Insurance and Annuities.