Joseph Rogers

Thomas DeCourcy is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2020. He previously worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2015. In his role, Thomas partners with clients to build relationships grounded in knowledge, candor, and respect, focusing on creating holistic wealth plans. His goal is to help clients feel confident in their financial decisions and support their families in managing life's uncertainties. Thomas holds insurance licenses in Arkansas and California.

Baban Beg is a Financial Consultant currently working at Fidelity Investments, where he has been employed since 2010. He began his career at the firm as a Retirement Relationship Manager, serving in that role from 2010 to 2018. He then advanced to the position of Director, Retirement Planner, which he held from 2018 to 2023 before assuming his current role. Throughout his tenure at Fidelity Investments, Baban has focused on assisting clients in pursuing their financial goals through customized planning and guidance. His experience includes retirement planning and relationship management, supported by his insurance licenses in Arkansas and California. No additional information regarding education, personal interests, or community involvement has been provided.

Stephen O'Keefe is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since November 2000, progressing through positions including Trading Representative, Premium Financial Representative, and Private Access Relationship Manager. In his current capacity, Stephen employs a comprehensive wealth planning process to assist clients in achieving their financial objectives, leveraging Fidelity's expertise and resources. His approach to wealth planning is tailored to the diverse preferences of investors, ensuring strategies that meet individual client needs. Stephen holds a California Insurance License, supporting his ability to provide financial and insurance-related guidance. Outside of his professional responsibilities, he engages in family activities and enjoys interests such as football, museums, sailing, skiing, and traveling.

Keri Madensky is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has accumulated 15 years of experience in the financial industry, working in various roles within Fidelity Investments since 2008. Her previous positions include Investment Management Consultant, Client Management Representative, Investment Solutions Representative, and roles supporting workplace planning and advice. Keri's approach focuses on understanding clients' values and financial situations to develop actionable plans tailored to their goals. She emphasizes the importance of ongoing relationships to adapt financial plans as clients' lives change. Keri holds insurance licenses in Arkansas and California.

Larry Moreira is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2020. His career at Fidelity spans multiple roles beginning in 2000, including positions as an Investment Solutions Consultant, Financial Consultant, Retirement Consultant, Investment Consultant, and Trading Representative. This extensive experience reflects his comprehensive understanding of financial consulting and investment strategies. Larry is committed to assisting clients in investing with less fear, retiring with more confidence, and living life more freely. His approach focuses on educating clients to empower them to implement co-created financial plans, enhancing their financial independence and control, and helping them use their resources to achieve greater satisfaction and happiness. Outside of his professional role, Larry enjoys comedy, concerts, family activities, fitness, movies, and running.

Michael Roberson is a Financial Consultant at Fidelity Investments, a position he has held since 2023. His role involves partnering with clients to work towards their financial success, emphasizing personalized collaboration to understand each client's vision and goals. Prior to this, he held several roles at Fidelity, including Regional Center Planning Consultant - Premium (2022-2023), Workplace Planning Consultant III (2021-2022), Workplace Planning Consultant II (2020-2021), Workplace Planning Consultant I (2020), and Workplace Planning Associate (2019-2020). Michael holds insurance licenses in Arkansas and California. Outside of his professional career, he enjoys baseball, comedy, family activities, football, outdoor adventures, and reading.