Noel Roach, Aif® Email & Phone Number

As the founder of Infinity Wealth Partners (IWP), I have over 25 years of experience as a wealth management advisor. I established IWP to address a simple realization: bouncing between investment and tax pros is a hassle. By teaming up with my longtime friend and colleague, Doug DeFrain, CPA, we offer one convenient place to manage and protect your money.I work primarily with families, businesses, independent contractors and medical professionals. I also assist clients who are in or nearing retirement by helping them determine when they can retire without worry, and how to structure their post-retirement income.I specialize in helping clients achieve the life experiences they desire. One of my goals is to make things as simple and understandable as possible. I develop clear plans to achieve my clients' goals that remain flexible through inevitable life changes. As such, these plans are reviewed regularly to ensure they align with the current needs of my clients.My wife, Tracy and I will celebrate our 26th wedding anniversary this year. I have three sons, Dylan, Gage, and AJ. When I am not at the office, you can find me cheering on my boys from the sidelines.I graduated from Emporia State University with a Bachelor of Science degree in 1996. I am currently a member of the board of trustees at my alma mater where I serve on the finance committee. In my free time, I enjoy traveling, golf, and hunting.When you work with me, you can expect:Your calls to be answered by a live person.Easy online processes to set up accounts as necessary.Guidance in how to navigate our robust client portal - allowing you to track ALL your finances, not justthe pieces I manage.A consistent review process to discuss life changes and track progress toward your goals.A friendly expert with a realistic approach to balancing saving and having fun.Registered Representative, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Financial Designs, Inc. are not affiliated.

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  Emporia State University