Owner/CEO of Strategic Associates, LLC

Roger Roundy

Tax Mitigation Expert

Throughout his years of risk management and tax mitigation services, Roger has helped 100’s of business owners and individuals find solutions to protect their incomes from the wealth-eroding factors of risk and taxes. As the CEO and Director of Operations for 831(b) solutions with Strategic Associates, Roger thrives on providing value using innovative but sound insurance and planning solutions. "Work hard, play harder; and provide opportunities for others to do the same" has been his M.O. during his business life. Roger has been married for 24 years and is the father to 5 wonderful children. He is an avid outdoorsman and loves to spend any spare time he can find either biking, skiing, snowmobiling, or hunting. Life is busy, and a passion for working with other successful business owners has directed his path to tax mitigation, including 831(b) and the extreme value and opportunity it provides to his clients.

Roger owns and sits on the board of 3 successful insurance and consulting firms and is often referred to as the ‘visionary’ within those firms. Growing up in the small town of Paradise, Utah created a foundation of working hard and playing harder, dedication to service and family, all along with finding innovative ways to provide value to those he connects with.