Wayne Rogers

portrait of wayne rogers

Wayne Rogers

Founder & Managing Director,
Brio Wealth Solutions &Partners

With a keen passion for working closely with clients, Wayne takes pride in helping to secure their financial futures, aiming to create a tailored approach to each unique financial journey. Wayne has the honor and privilege of serving a select group of clients; helping them build, manage, preserve, and transition their wealth. His practice focuses on developing and implementing wealth management strategies that include investments, liability management, risk management, and estate & succession plans.

Wayne’s process always begins by listening and understanding his clients’ current situation, their past experiences, and their goals for the future. With the information clients share with him, he utilizes financial planning to develop strategies designed to help his clients achieve their goals. His advice is objective, unbiased and it’s delivered in plain English with minimal technical jargon. Wayne brings his education, training and commitment to ongoing professional development to every client relationship. Wayne was recognized by Forbes as a Best-in-State Wealth Advisor* in 2018, 2019, 2021, 2022 and 2023

Born in Lubbock, TX, and raised across West Texas with his high school years in Lubbock, Wayne’s roots are deeply embedded in Texas soil. Wayne’s life philosophy was shaped by his experiences playing football for the University of Houston and the Detroit Lions. A star Linebacker on the playing field, Wayne brings a defensive-first perspective to the investment and wealth plans he designs and executes for his clients.

He wants his clients to know that honesty, communication, and integrity are at the core of every successful relationship, a testament to the values he holds dear – health, happiness and wellness.

Education & Credentials:

  • Graduated from the University of Houston with a degree in Marketing
  • CA Insurance License #4286258

Personal Life and Interests:

  • Married to his wife Nicole for 22 years
  • Father to two daughters.
  • Enjoys golf, fishing, traveling, and family activities like movie nights, beach walks with their French bulldog Hobbs, and Sunday brunches

*Awarded in 2018, 2019, 2021 and 2023. The 2023 Forbes Best-in-State Wealth Advisors rating was presented in April 2023 using data gathered from June 2021 to June 2022 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on industry experience, interviews, compliance records, assets under management, revenue, and other criteria. Investment performance is not a criterion. Self completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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