Hi. 👋
I’m Roch Monnig.

Location
Knoxville, Tennessee
Experience
9 years
Credentials
CERTIFIED FINANCIAL PLANNER®

For almost ten years, I’ve had the privilege of helping individuals and families live life their way. As a financial advisor, it’s my responsibility to understand and address every part of your financial life, from cash flow to investments to taxes and much, much more. But it’s also important that I take time to know your life outside the numbers, like who and what matters most to you and why. After all, this, not money, is what makes you you. Then, we work together to develop a plan that gives you the freedom to enjoy today while feeling confident about tomorrow.

My wife, Taylor, and I call Knoxville, Tennessee home. You can usually find us walking our two dogs, Charlie and Chief, or spending time at a local restaurant or brewery with the people closest to us. We also like to travel, whether it’s relaxing on a beach, exploring a city, or taking a hot air balloon ride over the desert. Remember, the good life isn’t just ahead. It’s now. So, let’s take something good and make it even better.

Team Oak

Oak Team

Team Oak symbolizes strength, potential, and quiet confidence. With a structure built to endure and branches ready to grow, Oak brings thoughtful energy and balanced support to clients and colleagues alike.

At Root, teams are designed to deliver exceptional client care through structure, support, and collaboration. Each includes a team of Lead Advisors, Associates, and Client Service professionals—guided by a Senior Advisor to provide insight and mentorship. Clients get the benefit of a dedicated relationship, backed by a well-rounded team working together toward shared success.

Brandon Woods

Lead Financial Advisor

Harry Sommers, Root Financial Associate Advisor

Financial Advisor Team

Associate Advisor Team

Client Success Team

I’d love the opportunity to help you.

Take the first step by scheduling your Explore Call below.

3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

Hi. 👋 I’m Roch Monnig.

Team Oak

Oak Team

Recent Content From Roch Monnig

Should I Convert To Roth If I Retire At 57?

How Do I Find My True Purpose In Retirement?

Should I Convert To Roth If I Retire At 57?

How Do I Find My True Purpose In Retirement?

I’d love the opportunity to help you.

Meet more advisors.

Hi. 👋
I’m Roch Monnig.