Andy Rogers, M.S.M.
Dedication you can trust: Partnered with some of the country’s leading investment providers, Andrew provides investment management and planning unique to the Toledo area. Originally registered in 1984, Rogers has over three decades of experience in financial management. With this, he understands that a client’s needs and goals are unique and require personal attention and solutions. Rogers helps guide individuals and small businesses to make key decisions designed to help ensure that desired financial goals are met.
As an adjunct at Lourdes University, he teaches Business Principles, Investment Strategies, Management and Professional Selling. He has earned his Associate’s Degree in Business from Monroe County Community College, a Bachelor’s Degree in business from Siena Heights University and a Master’s Degree in Strategic Management from Indiana Wesleyan University. Rogers is licensed in Securities and Insurance including: Series 6, 7, 63 and 65. Life Insurance and Variable Annuities.
Professional Affiliations: FINRA, SEC
Professional Activity: Investment Advisor, Tax Professional
Service to Community: Active in local church and charities
Interests, Hobbies: Running, Reading, Snowmobiling
MKT 150: Professional Selling
Examines the principles and practices of professional selling as an integrated component of a marketing strategy for goods and services. Ethical, technical, and global issues and challenges will be analyzed.
BUS 101: Business Principles
Provides a broad overview of the foundations, institutions, functions, concepts, and current practices in business organizations. Introduces business terminology and the specialty areas related to business.
BUS 203: Management Concepts
Emphasizes the four classic management principles of planning, organizing, motivating, and controlling. Includes ethics, communication and decision-making processes, and leadership theories. Prerequisite: BUS 101 with a grade of C or better.
BUS 299: Personal Finance
Provides a broad overview of the personal financial planning from the individual’s point of view. Topics include: Credit, Saving, Personal Loans, Education Loans, Buying or leasing a car, Buying or renting a home. Taxes, Insurance (life, health, auto, home, renters), Investment and Retirement. Students will set financial goals and develop a Personal Financial Plan. Lifelong quantitative tools will be introduced.
BUS 404: Investment Strategies
Studies different types of investments with primary emphasis on stocks, bonds, and mutual funds. Corporate, treasury, and municipal securities will also be studied along with futures and options contracts. Individual issues and obligations and their underlying values are analyzed in conjunction with portfolio management objectives.