Our Team
Roger Asel, CFP®, CPA
President
With decades of investment experience, Roger Asel is Principal and President of CFS. Roger has over 30 years of investment experience and was a founder of CFS in 1990.Roger graduated from the Cox School of Business at SMU in 1971 with...
Jason Edgerton, CFP®
Financial Advisor
Prior to joining the firm, Jason worked for 15 years in the banking industry, most recently with Frost Bank in middle market corporate banking. Before his 8 year career at Frost Bank, Jason worked in various roles at Citibank and Bank...
Christi Ybarra
Client Services Manager
As the Client Services Manger, Christi Ybarra strongly believes in working closely with current and prospective clients through all phases of service introductory, engagement and ongoing account maintenance.Christi has been with...
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Jerrye Asel
Office Manager
Jerrye Scott Asel has worked as Office Manager for Certified Financial Strategies for more than 10 years.Jerrye graduated from SMU in 1970 and earned a Bachelor of Fine Arts majoring in Speech Therapy. She received her Masters Degree...
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