CPA, JD, CFP®
Roger Lossing serves as Senior Vice President, Senior Wealth Advisor for First Commonwealth Advisors (FCA). He has over three decades of experience advising individuals, corporate executives and closely held business owners in the areas of financial, estate and tax planning, investment management and personal trust administration.
Before joining FCA through a merger with Delaware County Bank, Roger was a Wealth Advisor and Senior Trust Officer with PNC Bank. He held previous positions as a Wealth Transfer Advisor with JP Morgan Chase, Senior Manager with Ernst & Young LLP, Portfolio Manager with Smith Barney and Tax Manager with Deloitte.
Roger graduated from Purdue University with a Bachelor of Science in Management and a Bachelor of Arts in Pre Law. Mr. Lossing received his Juris Doctor from Capital University Law School. He is a Certified Public Accountant, Certified Financial Planner and Chartered Life Underwriter.
Roger is a member and past Director of Ohio Society of CPAs and is a Past President of Tri-County Estate Planning Council. He is the Director/Treasurer of the Licking County Coalition for Housing, Director/Treasurer of SourcePoint and a member of the Kiwanis Club of Granville.