Broker Check

Our Team

John E. Engler, CFP®, ChFC®, AIF®, CRPS®

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John focuses on retirement planning, portfolio analysis and design, investment management programs, business owner planning (including employer-sponsored retirement plans), and charitable giving strategies. He is a CERTIFIED FINANCIAL...

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Matthew H. Garrow, CFP®, ChFC®, CLU®, RHU®, LUTCF®, AIF®

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Matt focuses on estate planning, business owner planning, insurance analysis, and investment management programs. Beginning his career in 1985, Matt is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, and a...

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Timothy E. Roth, CFP®, AIF®

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Tim focuses on retirement planning, estate planning, charitable giving strategies, investment management and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™. He is licensed as a registered representative of Sigma Financial...

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Terry L. Stamper, CFP®MBA

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Terry focuses on retirement planning, estate planning, and insurance analysis. He is a CERTIFIED FINANCIAL PLANNER™. He is licensed as an investment advisor representative of Sigma Planning Corporation in Florida and Ohio.

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Karla K. Stanton

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Karla is our firm's Assistant Planner, and she helps in the development of financial plans, performs various types of research, and completes client service requests. Karla desires to help families achieve their financial goals. As the...

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Laura A Gonder

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Laura began her employment as Administrative Assistant with Engler, Garrow & Roth in 2010. When calling into the office, your first contact will be with Laura. She is able to perform most client service requests and provides...

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To research our professional licenses, backgrounds, and history of disciplinary or administrative actions, refer to the following resources: