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crossroads financial group

about us

plan for your future

starting today

Our goal is to help all individuals achieve their long-term financial goals while they get to enjoy their retirement without any stress or concerns. No matter what your starting point is, we can assist you in developing your goals and reaching them! The focus of our business is on building trust with our clients and developing respectful relationships with everyone we meet. We have all the tools that you need to be successful!

Phase I

Introduction & Discovery

We will meet at a no-obligation meeting to discuss your individual financial situation and what you are looking to get out of a retirement plan.

Phase 2

analysis & Planning

Next, we will help create a custom plan that you feel highly confident with; this step does not end until you are 100% happy with our plan.

Phase 3

implementing the plan

Last, we can get started on finalizing all the details and getting any potential moving parts up and running. From there, we will continue to monitor your progress and keep you on track.

get started today
the crossroad financial group team

Douglas Roller

Owner, Investment Advisor Representative, National Social Security Advisor

meet douglas

Brooke Herendeen

Director of Operations

meet brooke

our company values

we put you and your needs first

people matter

We believe that all people are valuable and worthy of respect. We believe that our relationships with our clients are just as important as our business.

service matters

We believe that great service is necessary in the pursuit of excellence. We pursue perfection and “catch a little excellence along the way.” -Vince Lombardi

integrity matters

We believe that integrity and veracity matters! We conduct our business in a way that upholds the highest standard of trust.

communication matters

We believe that communication with our clients builds and maintains the trust that is necessary for our relationships to reach their full potential.

still have questions?

If you have any questions about our business or your retirement plan, please reach out to us and we will get back with you shortly.

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Douglas Roller

Owner, Investment Advisor Representative, National Social Security Advisor

Doug Roller is the owner of Crossroads Financial Group, founded in 2013. Doug’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent almost 20 years helping clients protect and preserve their assets.

Doug is a retirement planning specialist focusing on helping people transitioning from working to their retirement years. The goals and objectives of a retiring client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home.

As a fiduciary, Doug is committed to act in the best personal and financial interest of our clients. Also, as a National Social Security Advisor (NSSA), he is dedicated to serving an aging America, combined with the precarious state of Medicare and Social Security, has created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired.

He was born and raised in Ossian, IN. Doug has been married to his wife Jen, since 1995. He has three children: Collin, Kaylee, and Kendyl and 2 grandkids, Maddox and Theo.

Brooke Herendeen

Director of Operations

Brooke is the Director of Operations, she received her Life & Health Insurance license in 2017 to help people meet their Financial Goals. She has an unwavering commitment to each client and understands the enormous responsibility she has been entrusted with. Brooke’s goal is to build strong relationships with our clients by ensuring they have a great experience.

Brooke is committed to ensuring everyone who visits our office feels the warmth and care we have for our clients. She provides superior customer service by administering client account information, maintaining open dialogue with our clients and processing account requests while making sure everything is taken care of in a timely manner.

She also assists in coordinating all client events from workshops to client appreciation events. Her goal is to make sure our office is running as efficiently as possible as well as keeping clients informed on their accounts.

In her free time, Brooke enjoys spending time with her family and traveling.

Contact Us

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.

Contact us today to schedule an introductory meeting!

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