Check the background of this financial professional on FINRA's BrokerCheck.

Meet the Team
Roger L. Johnson

A Team that Develops Relationships, Not Transactions

 

Roger Johnson, President and CFP®

Co-Founder Roger Johnson launched Personal Benefit Services Wealth Management in 1987. With 37 years of financial expertise, Roger is fueled by a passion to create great outcomes for clients based on long-term, personal relationships with them. He is a certified financial planner.

Roger has been a frequent presenter on financial topics throughout the United States, and served on The White House Council of Families. He was a Master Trainer for the Federal Employees Retirement Systems and was on the GE Private Asset Management CEO Advisory Council.

Roger loves to golf (though claims to do so poorly), travel, hike, jog and drive classic cars including his ’53 MG TD.

Roger earned his degree from the University of Northern Colorado. 

Roger can be reached at (303) 991-6420 or e-mail Roger.Johnson@pbswm.com


Eric L Johnson

Eric Johnson, Chief Executive Officer

 Eric has more than 20 years experience in the financial industry. He takes a collaborative approach to identifying clients’ goals and dreams, which allows him to put together specific, customized financial plans. He attends meetings with financial investment experts across the country in order to stay relevant on the world’s economic environment and how that might impact clients. His solutions take into account a wide variety of factors, from what is happening within a client’s family situation to conditions affecting the global economy.

He is also trained in Financial Life Planning, an approach that takes into account that life is about change, that each person’s life, values, and priorities are unique and need to be taken into account when helping them identify their financial goals.     

Eric has been a Certified Flight Instructor since 1991. He has served on the City of Thornton’s Master Plan advisory committee, volunteered as a Planning Commissioner, served as President of the Thornton Citizens Police Academy Alumni Association, and the Transportation Committee for the City of Arvada. He is active in his church and his three children’s PTA. In his free time, he enjoys spending time in the mountains skiing and hiking, scuba diving, and of course, flying.  

 He earned his Professional Pilot Flight Engineer degree from Metropolitan State University. He is a member of the Financial Services Institute and National Social Security Association, as well as a member of the Aircraft Owners and Pilots Association.



Eric can be reached at (303) 991-6423 or e-mail Eric.Johnson@pbswm.com


Michael Frie

Michael Frie, CFP®

Michael has more than 16 years experience in the financial industry. He loves working with clients to simplify the areas of their life they find challenging, and coming up with creative, unique solutions to help them create a solid foundation to achieve their dreams. He specializes in risk mitigation/risk-adjusted growth, identifying value opportunities, and performing long-term trend analysis.

Michael previously worked as Director of Client Services and Trade Operations for a boutique wealth management company and was a Client and Investment Specialist for Janus Capital Group.  

A Colorado native, Michael has a strong philanthropic spirit and is passionate about the community. He chairs the Arvada Young Professionals, is active in the Arvada Chamber of Commerce, sits on the board of trustees for Holy Family High School, and donates time to the Sprit of Christ Catholic Church and Shrine of St. Anne School.

 In his free time he loves to spend time with his wife and two children attending their sporting activities, traveling, and skiing.

He earned his Bachelor of Arts degree in Political Science from Regis University where he graduated Summa Cum Laude. He attended Metropolitan State University for his Certified Financial Planner designation. He is a member of the Financial Planning Association and Financial Services Institute.

Michael can be reached at 303-991-6425 or e-mail Michael.Frie@pbswm.com


Debbie Rankin

Debbie Rankin, Business Operations Manager

For the past 29 years, Debbie has acted as an interface between the firm’s financial planners and support staff to ensure that every client receive a personalized, high-quality experience. She keeps the firm’s operations running seamlessly, and prides herself on making it look easy.

Debbie earned her Masters in Business Administration and Bachelor of Science in Business from the University of Colorado Boulder.

Debbie can be reached at (303) 991-6421 or e-mail Debbie.Rankin@pbswm.com



Mary Nelson

Mary Nelson, Registered Assistant

For the past 14 years, Mary can be counted on to help clients with a smile. As the financial planners’ “right hand man,” she meets each client’s needs efficiently. She specializes in processing accounts including retirement, non-retirement, education, and beneficiary.

She is a retired Federal employee and spent time with the IRS, BLM, and USGS.

Mary enjoys spending time with her two sons.

She graduated with a degree in Psychology and Art History, with courses in accounting and income tax, from the University of Minnesota. She holds a Series 6 license from FINRA. 

Mary can be reached at (303) 991-6424 or Mary.Nelson@pbswm.com


Tell A Friend Tell A Friend


 
 
 PBS Wealth Management Consultants
7674 Grandview Avenue Suite 200
Arvada, CO 80002
(303) 424-2100



Securities and investment advisory services offered through Royal Alliance Associaties, Inc. Member FINRA/SIPC and registered investment advisor. Additional advisory services are offered through Personal Benefit Services Wealth Management, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, ID, IL, KS, MD, MT, NE, ND, OK, OR, SC, SD, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.