The Quiet Betrayal: How a Trusted Advisor Stole Lives and Savings
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The Quiet Betrayal: How a Trusted Advisor Stole Lives and Savings
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A burgundy leather handbag found in a crawl space led investigators from a vacant house to a pattern of financial decay that consumed at least three women and six-figure sums. How did a licensed advisor with no complaints on file quietly gain control of widows’ lives and bank accounts for years before anyone noticed?
In this episode, we present the documented timeline of meetings, powers of attorney, and missing money that connect a Portsmith financial advisor to multiple depleted estates, and ask what about the relationship allowed the scheme to persist.
Person: Valerie Turner
Date: October 2022
Location: Colfax Ridge Lane, Portsmith, Ohio
Person: Roger Fisher
Topic: Financial exploitation of elderly clients
- The handbag containing Valerie Turner’s license was found at 7:15 AM on a Tuesday morning in October 2022.
- Valerie Turner was 61 years old, retired in spring 2022 after 22 years at Limestone Regional Medical Center.
- Patricia Ellsworth, age 67, had $312,000 missing from her accounts when investigators reviewed them.
- Dorothy Haas, age 73, had approximately $340,000 in estate funds when Fisher entered her life; about $40,000 passed through probate after her death in March 2022.
- Roger Fisher was 54 years old, held a Series 65 license and had an office on Crestwood Avenue with no complaints on file.
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