Our Firm

Roach Financial Services is a financial consulting firm dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company.  Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Our Staff

Michael D. Roach is a registered principal with LPL Financial and has operated Roach Financial Services in Fort Myers, Florida since 1993.  Additionally, he holds two Bachelor of Science degrees in Electrical Engineering and Industrial Engineering.  Currently, he serves as the Treasurer and Board member of the Dr. Piper Center.  The Dr. Piper Center seeks to enhance the social and economic wellbeing of those 55 and older individuals who reside in Southwest Florida and make a positive impact in the lives of frail elderly, at-risk youth, special needs children, and our communities.  He is also the financial advisor for St. Michael Foundation, a not-for-profit organization focused on the growth and development of St. Michael Lutheran Church and School. In his leisure time, he enjoys photography, fishing, kayaking, and attending sporting events with his wife, son and daughter.

Donna J. Roach is the Office Manager for Roach Financial Services and performs the back office operations.  She holds a Bachelor of Education degree in Special Education and worked as a Special Education consultative teacher for the School Board of Lee County from 1993 to 1999, when she joined Roach Financial Services.  Prior to her employment with the School Board of Lee County, she was an ESE Department Head for the Hurst-Euless-Bedford School District located in Dallas, TX and was a classroom teacher for 16 years.  In addition to working with her husband, she enjoys cooking Italian food and watching ice hockey and football games, along with spending time with her daughter and son.