SocialSecurityQuestionsAnswered4u.com is a service of BR Capital, Inc. BR Capital is a registered investment advisory firm based in Vancouver, Washington with clients throughout the Pacific Northwest. For more information go to our website at BR Capital, Inc.

Your speakers for the workshops are:

Mike Elerath
National Social Security Advisor

Bill Roller
Chartered Financial Analyst
Certified Financial Planner(R)

 

Mike ElerathMike Elerath, NSSA is a Portfolio Manager at BR Capital Inc. After enrolling in the Clark Honors College at the University of Oregon, he graduated in 1973 with a Bachelor of Arts in Business and Economics.

Mike Elerath has worked for over twenty-five years in financial services. He has experience in banking, securities, insurance, and real estate.

As a business owner, Mr. Elerath has applied all of his experiences in working with closely held (family and privately owned) businesses providing valuation, succession, business sale and estate planning advice. Mr. Elerath helped business owners accomplish their financial objectives. As an investor in commercial, retail, and multi-family properties, he uses his experience to analyze client real estate investments and assist in repositioning real estate for retirement and estate planning.

Legal Education

To complement his Bachelor Degree of Business Administration and his professional objectives Mike earned an Associate of Applied Science (AAS) Degree in Paralegal Studies at Portland Community College (PCC) in June 2012.

Content that enhanced Mike’s professional knowledge included corporate law, estate and probate planning, family law, intellectual property, litigation, bankruptcy, torts and personal injury, techniques of interview, legal ethics, electronic discovery and technology, group communications, legal research, and writing.

Mike is a member of the Phi Theta Kappa International Honor Society for community college students and graduates. He achieved academic recognition with honors on the President’s List at PCC.

The paralegal program is approved by the American Bar Association (ABA). The ABA approval recognizes the educational excellence of the program. The PCC Paralegal program has a student law library and a student-run Paralegal Club.

When he was asked what he would do next Mike replied: “I would like to continue to broaden my knowledge by taking additional courses, and I am hard at work writing a textbook and a novel.”

Community Involvement

An active member of his community, Mr. Elerath is a past president of the Rotary Club of Camas-Washougal, has been involved with the Boy Scouts, youth soccer and baseball. In his spare time, Mike assists several alpine ski schools at Mt. Hood as a Professional Ski Instructor of America-Northwest (PSIA-NW) member.

Mike is married with two adult children.

Licenses

Investment Advisor Representative in Oregon and Washington.  Life, Health, and Annuity Agent in Arizona, Oregon, and Washington.

 

Bill Roller, CFA, CFP® is experienced in financial planning and investment analysis. He focuses his consulting practice on estate, retirement, and financial planning for businesses and individuals. Bill started BR Capital Inc. in 2003 and registered it as an investment advisory firm on June 23,2004. Prior to that, he worked for Merrill Lynch for over nine years. He has also worked in high technology. He was a finance and marketing analyst for a Portland avionics manufacturer and a medical software company in Philadelphia. He served for seven years as a U.S. Army officer in Infantry and Special Forces (Green Beret) units. Bill is a Chartered Financial Analyst, recognized around the world as the premier designation in the investment profession as well as a CERTIFIED FINANCIAL PLANNERTM. He is also a licensed Commercial Pilot of single and multi-engine airplanes. Bill earned a Bachelor of Science degree from the United States Military Academy at West Point in 1982, and he earned a Master of Business Administration (MBA) from the Wharton School of Business of the University of Pennsylvania in 1991. He provides the morning and afternoon market reports and financial commentary for KUIK 1360 in Hillsboro, Oregon.

Investment Philosophy

“The biggest advantage we have as financial planners and investment managers is that we are also business owners. We have learned what it takes to start and build businesses. When we look at an investment, we look at it with an eye toward things like market size, profit margins, and return on investment. And when we recommend a course of action for a business or property owner, it is one that we have researched for our use.”

Family

Bill met his wife Shannon when she was a US Army nurse and they were stationed at Fort Lewis, WA. Shannon is a nurse and works in IT for PeaceHealth. When Bill is not working he enjoys flying and hiking in the wonderful places in the scenic Pacific Northwest.

Teaching

Education is important to our firm. Bill has been an adjunct instructor at Clark College. His courses have included The Financial Crisis of 2008-2009, Introduction to Business Ownership, and Introduction to Financial Management. He is also at work on his first book.

Associations

Member and Past President of the Columbia Aviation Association
Member of the Chartered Financial Analysts Society of Portland
Member and Past President of the Estate Planning Council of Southwest Washington

Licenses

Investment Advisor Representative in Oregon and Washington.  Life, Health, and Annuity Agent in Oregon and Washington.