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Roger G. Ward
CPA/PFS, CFP®
Director, Financial Advisory Services
Managing Director
rward@t-u.com |
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Roger is the director of Tarpley & Underwood Financial Advisors. Prior to joining the firm in 1998, Roger worked in the Atlanta office of Deloitte and Touche and served as the Comptroller for the Savannah-Chatham Board of Education. He stays involved in many professional groups, including the Personal Financial Planning Section of the AICPA and the Estate and Financial Planning Section of the Georgia Society of CPAs. Roger has also served as adjunct faculty for the Department of Risk Management and Insurance at Georgia State University teaching a course on personal financial planning. He is also licensed as a Certified Public Accountant and has earned his designation as a Personal Financial Specialist. Roger is certified as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Roger lives in Roswell and is an active member of Roswell United Methodist Church. Roger and his wife Lolly have a son and daughter. |
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Jorja is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst™. Jorja spends a significant amount of time assisting clients and their attorney by analyzing the various financial consequences of the divorce process in order to make informed decisions. She received her BSBA in Finance and MBA degrees from East Carolina University and her MS in Personal Financial Planning from Georgia State University. Jorja is a member of the Financial Planning Association and the Georgia Chapter of the Financial Planning Association.
Jorja is the mother of three adult daughters and she currently lives in Alpharetta.
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Matt works with Tarpley & Underwood Financial Advisors as an investment manager and also works on estate planning. He is certified as a CERTIFIED FINANCIAL PLANNER™ practitioner and belongs to the Financial Planning Association’s Georgia Chapter. Matt earned his undergraduate degree from Wake Forest University and then attended Catholic University Columbus School of Law where he received his Juris Doctorate. Before joining Tarpley & Underwood in 2005, Matt worked with the Private Client Group of Merrill Lynch and the FDIC General Counsel. He also worked with the U.S. House of Representatives General Counsel.
Matt enjoys surfing when he has the opportunity to travel. At home, he enjoys producing music. He and his wife, Eryn, are involved with the Buckhead Church and live in the Decatur area. |
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As a recognized expert in the areas of estate planning and family wealth management, Jim serves a valuable resource to the clients of Tarpley & Underwood Financial Advisors. Jim is a member of the Dekalb and Atlanta Estate Planning Councils, has served as the President of the Georgia Society of CPAs and has made numerous presentations to different audiences on estate and tax planning topics. Jim is the managing shareholder of Tarpley & Underwood, P.C. His complete bio can be found on its website. |
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As Client Service Associate, Wajma provides technical and operational support to enhance client relationships. She earned her Undergraduate degree in Business Administration from the University of Georgia. Her strong analytical skills and academic background will further her success as she pursues an MBA with a major in Personal Financial Planning from Georgia State University.
Wajma enjoys reading and playing team sports. She also loves spending time with her friends and family in Snellville, Georgia. |
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. |
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