Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201176
Active Dates
Oct 16, 2024 – Oct 16, 2026
About Johnnie Roberts
Johnnie has spent over 20 years in the retirement planning industry, helping clients reach their retirement goals and financial protection for their families. He began his financial career in 1999 while working as a youth pastor at his local church. Those early years taught him the importance of listening to what concerns people have, and about the importance of servanthood, by meeting the needs that clients have to the best of his ability. Johnnie was able to grow in his career to work as a manager of financial representatives for offices in Troy and Flint, Michigan as well as South Bend, Indiana. He enjoyed his time developing and training agents at his local offices, as well as classes and seminars throughout the midwest. In 2015, he was fortunate to be able to start his firm, New Heights Financial. Johnnie and his team now educate and provide services to meet the needs of his clients. Through tax planning, estate planning and insurance programs, he has had the opportunity to partner with clients to prepare for the unexpected, as well as develop a plan for their retirement years. He strives to put his clients in the best position to enjoy that next chapter in their lives. He is blessed with his wonderful and supportive wife, Kristy and their 4 grown children, and 2 son-in-laws. In 2022 they welcomed their first grandchild and in 2024, 2 more were added to the family. They enjoy their summer camping trips to northern Michigan and their annual trip to Sanibel Island, Florida. Their love, support, and encouragement have helped him be the best he can for his family and clients.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
Investing
Insurance
Disclosure:
Licensed in 24 states. MI, AZ, CA, CO FL, GA, IA, ID, IN, ME, MN, NC, NE, NJ, NM, OH, PA, RI, SC, SD, TN, TX, VA, WI