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Roger A. Hubley, CLU, ChFC, CFPTM, MSFS, MSM

Roger Hubley is the CEO of NetWorth Asset Management, Inc.  Roger has been in business since 1970 and has experience in financial planning with emphasis on investment  portfolio management. Roger has been the Portfolio Manager for NetWorth Asset Management, Inc. (formerly NetWorth, Inc.) since the inception of the Asset Management Program.  The fundamental investment strategy used for the NetWorth clientele is asset allocation.  This is normally referred to as Modern Portfolio Theory.  This strategy has helped NetWorth clients reduce their investment risk while striving to obtain their investment objectives.  More information on the asset management program is available upon request.

Mr. Hubley's educational background includes a Bachelor of Science Degree in Business Administration from the University of Minnesota, and two Master's Degrees in Financial Services (MSFS) and Business Management (MSM).  In addition, he has earned several professional designations, including Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner.

Roger has been a member of the prestigious Million Dollar Round Table (MDRT) since 1971. Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an International, Independent association of nearly 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 76 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. He has also qualified for the MDRT "Top of the Table".  In the past, Roger has served as President of the Minnesota Association of Insurance and Financial Advisors, Vice Chairman of the Education Committee for the National Association of Insurance and Financial Advisors, Board Member of the Minneapolis Society of Financial Service Professionals, Financial Planning Association and member of the Forum 400. Consumer's Research Council of America  - Announced that Mr. Hubley is included in the "Guide to America's Top Financial Planners". He has qualified for this honor for several years.  In addition, Roger was chosen as One of America's 2014 Select Financial Advisers  Forty-nine advisers were chosen for this honor nationwide.

Mr. Hubley has also authored an article entitled "A License to Steal" which was published during the A.L. Williams term insurance vs permanent insurance battle. In 1989 he copyrighted and published a simple approach to financial planning entitled "Accumulate Capital for Tomorrow" (ACT).

Roger is a resident of Florida. He enjoys golfing and boating in Florida as well as at his lake home in Minnesota. He married Sigrid in 1971 and has two lovely daughters, Cara and Amy.

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Amy Bethke

Amy Bethke is President of NetWorth Asset Management since 2008. As an advisor, she specializes in long term care, insurance, and investment planning.  She has been an independent representative and Managing Principal and offers a multi-faceted approach to planning that also encompasses additional financial issues called Accumulate Capital for Tomorrow (ACT).

Amy earned a Bachelor's Degree from Simpson College.  She went on to serve in the Peace Corps in Africa, where she worked in a rural village to help with healthcare and agriculture. After working in academia for several years as a biology teacher, Amy moved back to her home town in Minnesota to work in the family business at NetWorth.

Amy is licensed for life, health, disability and long term care insurance.  She holds the Series 7, Series 24,  and Series 63 securities licenses, which provide the opportunity to offer investment options to clients, and the Series 24 (General Securities Principal).  She is a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Service Professionals (FSP) and is currently working on the Chartered Financial Consultant (ChFC) professional designation.

John (Drew) Shumski

Drew is the New Managing Partner for the Montgomeryville area which is in the Philadelphia, PA Area. He was the Principal of Wealth Planners Group and merged with NetWorth Asset Management on November 15, 2012.

He specializes in advance estate, Business Planning, Investments and Insurance Planning, Debt Reduction and Taxation Strategies.

He attended Montana State University (Finance) (ROTC) and served in the US Army Reserves.

Drew has been in the financial services industry since 1997 and has received numerous honors and awards from several different companies.  He is a member of The Million Dollar Round Table (MDRT) since 2001 and has been a Court of the Table member; has served in various rolls and task forces for the round table and is also active with the MDRT Foundation where he is a Platinum Knight and served on various committees. Drew is a current membership Chair for Pennsylvania NAIFA.

Drew is current Past President of the Lehigh Valley National Association of Insurance & Financial Advisors (NAIFA). Drew's influences are Roger Hubley's Zero Tax Planning Concepts and Don Blaton's Circle of Wealth.

Drew's philosophies are true net Rate of Return and you better look at the E in P&E (Earnings) and the best kind of insurance is the kind that pays.

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Yvonne Feldkamp

John Mutch

Nalee Vang

Sigrid Hubley

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3300 Battleground Avenue, Suite 400, Greensboro, North Carolina 27410

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