Roger holds two designations: Certified Senior Advisor (CSA) and Certified Estate Planning Professional (CEPP). Both of these were earned after successful completion of educational requirements and exams. Roger also offers The Living Trust (applicable in all 50 states), which incorporates over 36 years of estate preservation experience and serves more than 70,000 clients nationwide. As a certified advisor, Roger also provides timely information about topics that have a direct impact on your quality of life.
Roger & Marilyn Caldwell
Longtime residents of Lexington County, South Carolina, Roger and Marilyn have five grown children a daughter and four sons. They are are proud grandparents to four grandchildren. Before entering the insurance and investment business in 1983, Roger spent 13 years as a licensed master electrician. He served in the U.S. Navy Seabees and is a veteran of the Vietnam War. Marilyn is originally from Cedartown, Georgia and was a Certified Nursing Assistant before spending 15 years as a full-time mom and then more than 20 years as an office and benefits manager for local chiropractic offices. At Caldwell, Inc., she assists with administrative duties and assists clients with their estate planning needs. In their spare time, Roger and Marilyn enjoy traveling, gardening, playing with the grandkids and annual family vacations to the beaches of Hilton Head, SC and Oak Island, NC.
Brandon assists clients with estate planning decisions and investments. He and his wife Magell live in Lexington and have three children Taylor, Kenzie and Wyatt. When he has the time, Brandon is an avid outdoorsman and singer/songwriter.
Craig assists clients with estate planning decisions and investments. He and his wife Catherine live in Lexington and are proud parents of Zach and Owen. Craig enjoys cheering on the Gamecocks, golf and spending time with the family.