About

Comprehensive Planning Corp

 

Our story so far...

Comprehensive Planning Corp was established in 1993, by David Gaylor (retired December 2022) and Matthew Bolinger (retired December 2020). The mission was to help people invest for their future. In 2020, Roller Wealth Management acquired/merged with Comprehensive. This broadened the experience base to include younger generations to continue long into the future. Today we serve clients all over the United States and manage over $300 million in assets. We value each dollar as we understand it represents delayed gratification of each client. Our success has come from long established relationships with our clients who value our knowledge, experience, and accessibility.

Andrew W. Roller, CFP®

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CONTACT ANDREW

Andy has been in the financial planning industry since 2001. He graduated from Huntington College, known today as Huntington University, with a double major in management and economics. After graduating, he has taken numerous classes through The American College. He is a CERTIFIED FINANCIAL PLANNER™ practitioner which requires him to maintain a high degree of competency. He attends numerous workshops put on by industry leaders like the Financial Planning Association, CFP® Board, and National Association of Christian Financial Consultants to stay on the cutting edge of the industry.

On a personal note, Andy was married to Leah in the fall of 2004. They have a son named Brody and daughter Cami. Their greatest passions are traveling and helping others. Both of them participate at Crossroads Community Church by serving in kidstown and on the finance team. Andy is also involved with Samaritan Caregivers where he has served as a board member. Leah is a Purdue Pharmacy graduate and works at Herbst Pharmacy in Greentown. Like Andy, she strives to show Christ’s love by serving first, because no one cares how much you know until after they realize how much you care.

EDUCATION - Andy has been in the financial planning industry since 2001. He graduated from Huntington College, known today as Huntington University, with a double major in management and economics. After graduating, he has taken numerous classes through The American College.

CERTIFICATIONS - He is a CERTIFIED FINANCIAL PLANNER™ practitioner which requires him to maintain a high degree of competency. He attends numerous workshops put on by industry leaders like the Financial Planning Association, CFP® Board, and National Association of Christian Financial Consultants to stay on the cutting edge of the industry.

PERSONAL LIFE - Andy was married to Leah in the fall of 2004. They have a son named Brody and daughter Cami. Their greatest passions are traveling and helping others. Both of them participate at Crossroads Community Church by serving in kidstown and on the finance team.

Andy is also involved with Samaritan Caregivers where he has served as a board member. Leah is a Purdue Pharmacy graduate and works at Herbst Pharmacy in Greentown. Like Andy, she strives to show Christ’s love by serving first, because no one cares how much you know until after they realize how much you care.