Kevin Rogan

Wealth Advisor

Kevin Rogan

Kevin Rogan

Wealth Advisor
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There are many things that have shaped Kevin in his life, but two stand out as particularly important. First, from an early age, he was deeply involved in team sports — cross-country, basketball, baseball, and track. Kevin loved working together with teammates to achieve goals and chase success, and was blessed with amazing coaches who set challenging goals and helped him push past limits he didn't think were possible. Through great coaching and hard work, individual and team success was achieved, including some state championships.

Moving on to college at the University of Michigan, Kevin was able to continue his academic and running career, running alongside some of the finest middle-distance runners in the country, some of whom would go on to represent their countries in the Olympic Games. He also met his amazing wife, Nicole, there. Their UM athletic experiences taught them how important it is in life to always work hard, give it your best, and that good coaching matters.

Second, in April 2005, Kevin's father shared the earth-shattering news that he had terminal cancer and had little time to live. Kevin's dad was one of his heroes and had taught him all about the principles of money and how to manage it from a young age. He died later in 2005. Through the grief of losing his father, Kevin developed deep empathy for others who have experienced loss and must now revise their financial plans for a future that seems impossibly different than the one they envisioned. This life event led to a newfound passion for engaging with others around money topics, and since 2006 he has been engaged in the financial services industry.

Outside of work, Kevin and Nicole have spent years coaching young runners in Cross Country and Track & Field in Saline, Michigan. Well past their prime, they are now in the role of being able to help mentor young runners, including their own three kids, by helping them set goals and find the joy of discovering that they indeed can reach those goals if they keep working hard. In addition to coaching, Kevin continues to remain connected to UM student-athletes through his work on the Letterwinners MClub board. It provides him the opportunity to help young men and women transition well into the “real world” once their college sport eligibility has concluded, a challenge he had to walk through himself. Lastly, Kevin remains very active. At this stage in life, that is primarily on his bike and in the gym. He loves riding the hundreds of miles of dirt roads and trails in Washtenaw and the surrounding counties with others. It helps him remain mentally sharp!