Joe Rogers, II

Finance and Operations Director

The Professional Me

Joe is the Finance and Operations Director for Planned Financial Services. He is responsible for ensuring alignment between the firm’s operational and strategic initiatives across business functions, including client services, human resources, finance, marketing, sales, and information technology.

Joe works closely with the firm’s President and Founder, Frank Fantozzi, CPA, MST, PFS, CDFA, AIF® to identify and implement initiatives that support the firm’s strategic vision in an effort to continually advance the firm’s business goals, with an emphasis on strategic wealth and investment planning, corporate retirement plan services, and Complete Family Office (CFO)SM services.

Before joining Planned Financial Services, Joe was the Operations Manager at WellCorp, Inc. in Solon, Ohio where he was responsible for developing and driving enterprise-wide initiatives leading to long-term operational excellence and business growth. Prior to that, he spent seven years working for some of Ohio’s most successful food and beverage industry manufacturers and distributors, holding positions including, Chief Operations Officer; Director of Sales, Customer Relations and Procurement; National Sales Manager; and Contract Business Manager. He has a deep understanding of sales and marketing theories and practices, and advanced skills in operations management, strategic planning, contract negotiations and customer care.

Joe earned his Bachelor of Science in Sports Administration and International Business in 2010 at Kent State University in Kent, Ohio. An Ohio native, he lives in Hartville with his wife, Cassie, where they’re raising their three sons, Landon, Parker and Norris.

The Personal Me

With three young children and an Australian Labradoodle named Elliott, things tend to stay busy around the Rogers’ household. Nonetheless, Joe finds the time to coach his boys in basketball and baseball and participate in a host of other local school and community activities. He’s an avid sports fan, especially when it comes to Alabama football, Cavaliers’ basketball, and baseball.

In fact, sports have had a tremendous influence on Joe’s life since he was very young. A talented high school athlete and recipient of a college baseball scholarship, his world centered around sports. Unfortunately, his college baseball career was cut short by a torn bicep tendon and labrum, forcing him to quickly reevaluate his future. Despite his deep disappointment, he came to the realization that playing sports was not the be-all and end-all, and if he tapped into the same level of perseverance that had played such central role in his sports career, he could define and pursue an equally fulfilling direction going forward.

Joe believes that one of the smartest moves he made was aligning himself with a great mentor. “Not only have I grown professionally from that relationship, but personally,” Joe said. “I took a chance when I was a young professional and it was well worth the risk. It taught me the importance of developing one’s Core Values and living each day with those values at the forefront of your mind.” Grateful for the time, guidance and wisdom his mentor shared with him over the years, Joe continues to “pay it forward” by mentoring students at his former high school.

When Joe’s not working, coaching or mentoring, he and his wife, Cassie, enjoy hiking with their boys and spending time together at the beach.

See Another Side of Me
See the Professional Me

Contact Information:

Phone: 440.740.0130 x220

Email: Joe@PlannedFinancial.com

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