Introducing Our Professionals

Southward Financial Services, LLC is a registered investment advisory firm and provides financial planning, investment management and tax preparation services for individuals. 

 

We are a fee-only firm - we do not sell any investment product nor receive any commission from any recommendation we make.  The fees our clients pay directly to us are the sole source of our compensation.

 

The firm has been in business since January 1, 2000.  Southward Financial Services LLC consists of two professionals who we would like to introduce.

 

 

 

Roger Southward, CFP(r) is responsible for financial planning and investment management.  He has held the Certified Financial Planner designation since February, 1999.  Prior to starting Southward Financial Services, LLC, he was the Vice President for Business and Finance at Trinity Lutheran Seminary in Columbus, Ohio.  At Trinity, he was responsible for endowment monitoring and personnel, as well as the general business, accounting and payroll duties.  Roger holds a Bachelors degree in Political Science from Wittenberg University and a Masters of Public Adminstration from Syracuse University.  He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA.)  Currently, he is a trustee of the Mission Investment Fund of the Evangelical Lutheran Church in America. 

 

 

 

Karen Southward, CPA is responsible for tax preparation and tax planning.  She has work previously at Price Waterhouse and was also the Chief Financial Officer at Lutheran Social Services of Central Ohio.  She earned her Bachelors degree in Accounting from Capital University.  Karen is a member of the Ohio Society of Certified Public Accountants and the Central Ohio Tax Club.  She has served as a trustee and treasurer of the Board of Pensions of the Evangelical Lutheran Church in America, currently named Portico Benefit Services.