Retirement and Tax Solutions
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Our Team

Roger Shumaker
Roger Shumaker
President		 Roger has been serving the needs of the good people of Northeast Kansas since 1987. He began his career with a large insurance company and in 1993 became a Regional Manager. In 1996 realizing that there had to be a better way of serving the financial needs of clients, Roger left his position as Regional Manager and formed a truly independent firm whose successor firm is Retirement & Tax Solutions. Roger has appeared several times on KTKA 49 and PBS, which can be watched by clicking here, has written numerous newspaper articles that can easily be viewed by clicking here, and in 2002 began the 'Money Insights' radio show as a public service on KMAJ-1440am and then KTPK-106.9fm. He holds a Series 7, 6, 63, and 65 securities and investment licenses as well as a life and health insurance license and specializes in IRA/401k rollovers and retirement income distribution strategies.  
     
Ryan Shumaker
Ryan Shumaker
Chief Investment Strategist		 Ryan is in charge of economic, market, and equity research at the firm. He joined the company in 2007 after a stint as an Instructor of Macroeconomics at the University of Kansas where he received a bachelors degree in psychology as well as an advanced degree in economics both with honors. He holds a Series 7 and 66 securities and investment licenses as well as a life and health insurance license. Ryan writes the company's newsletter Money Insights...in Plain English and was a co-host on the firm's former radio show.  
     
Mary Ann Thompson
Mary Ann Thompson
Client Services		 Mary Ann joined our firm in 2004 as a Registered Assistant. She brings with her over 25 years of experience in the financial industry. She has worked in both the back office and branch office capacities. She currently carries both Series 7 and 63 registrations. Her goal is to provide exceptional service to all of our clients.

  
     
Susan Shumaker
Susan Shumaker
Head of Tax Preparation		 Susan heads up a team of tax professionals at our firm. She has over a decade of experience in tax preparation and works closely with other members of our firm to ensure clients maximize their wealth through advanced strategic tax planning. Because it is not what you make, but what you keep that matters when it comes to investing and effective wealth management is why we feel having an in-house tax department is critical.  
     
Note: Susan Shumaker is not affiliated with NEXT Financial Group