Our Qualifications

Roger Harrelson has been assisting investors with a variety of solutions to potentially protect their assets and invest for many years.  He has also helped people to cut their income taxes, avoid estate taxes, and protect their estate values. He has developed a specialty in advising retirees, and those about to retire, who need assistance with their investment portfolios now and for the future.

Roger is a graduate of the University of South Carolina where he double-majored in Accounting and Management Science and where he earned his MBA in Finance. Prior to entering the university, he proudly served his country for three years of active duty in the United States Navy. Upon graduation, he began his career as a CPA with a “Big Eight” accounting firm. Later he joined the financial staff of Colonial Life & Accident Insurance Company where he held various management positions within the areas of investment and treasury operations. Roger is the managing principal in the firm of Harrelson Financial Group, LLC.   He is a Certified Public Accountant, Certified Cash Manager, a Licensed Life Insurance Agent and an Investment Advisor Representative*. Roger has presented at numerous financial seminars within the South Carolina region and has lectured on financial topics at the University of South Carolina.  Roger and his wife, Debbie, have one grown child and live in the Columbia area.