Michael Roeser

With more than 25 years of investment management experience, Michael Roeser is the Founder and President of Bedford Financial Group, based in Libertyville, Illinois. Working with individuals and corporations, Roeser is a Chartered Life Underwriter and Chartered Financial Consultant. He specializes in financial strategies, insurance, estate conservation, annuities, and retirement planning. Michael Roeser launched his firm, which is affiliated with SagePoint Financial, Inc., in 1991. On seven occasions, he was recognized as one of SagePoint’s Bakers Dozen, an honor awarded annually to the 13 top financial representatives from a pool of 2,500 producers. Working to build relationships with clients personally and professionally, Michael Roeser has a proven record of bettering portfolio earnings. Since founding Bedford Financial, he has grown the company’s client base to over 400 and gained more than $100 million in assets. Earning a Bachelor of Science in Business Administration and Political Science, Roeser graduated cum laude from Jamestown College in North Dakota. He supports an assortment of nonprofits, including the American Lung Association, American Cancer Society, and Down Syndrome Development Council.