Roger Gaddis is the owner and manager of Gaddis & Gaddis Wealth Management, a firm he co-founded with his wife, Leigh, in 1994. The statewide firm is headquartered in Ada, Oklahoma with other locations in Ardmore, Durant and McAlester.
Roger has more than 30 years of experience in the financial services industry, including professional credentials as a CPA (Certified Public Account) and as a CFP® (CERTIFIED FINANCIAL PLANNER™).
After graduating from Oklahoma State University with an accounting degree in 1979, Roger earned certification as a CPA in 1981 and in 1992 he earned certification as a CERTIFIED FINANCIAL PLANNER™.
Roger began his career as a tax accountant with Conoco, Inc. and later he held senior level positions with both Edward D. Jones & Co. and Merrill Lynch.
As an active and experienced wealth advisor, Roger has been recognized as an industry leader. In November of 2013, the Oklahoma Society of Certified Public Accountants (OSCPA) awarded Roger its annual “Outstanding CPA in Financial Planning” award from this 6,500 member statewide group.*
In addition to serving his most important audience -- Gaddis & Gaddis clients -- Roger devotes considerable time to community service activities.
At the state level, Roger is a trustee on the Board of the Oklahoma Teachers Retirement System (OTRS), the organization that manages the $14 billion Oklahoma pension fund for teachers and other public education employees. He was appointed to the OTRS Board by Governor Mary Fallin. He also participates in the National Council on Teacher Retirement, an advisory group that supports retirement security for American teachers. In addition, Roger is a graduate of Leadership Oklahoma (Class of XXV) and he is an active member of the organization.
At the local level, Roger is a graduate of Leadership Ada and he currently serves on the Ada Community Advisory Board, an organization that provides recommendations to the city on major capital investment projects. He is also a member of the East Central University President’s Circle and the Mercy Hospital Ada Circle of Friends.
In past years, Roger has been a board member of The Salvation Army in Ada, the Ada Boys & Girls Club, Ada Youth Baseball and the Arbuckle Council of the Boy Scouts of America. He has also been active in Kiwanis and Rotary clubs and he has taught adult educational classes on personal finance at East Central University and at the Pontotoc Technology Center.
Roger grew up in a military family and as a youth he lived in a number of U.S. cities as well as abroad. He moved to Ponca City, Oklahoma in 1972. Roger is a licensed pilot, a black belt in Tae-kwon-do and a certified scuba diver. He and Leigh enjoy traveling and spending time with their family.
*This award is based on industry tenure, community involvement as well as a variety of other factors.