Roy has been bringing innovative wealth management strategies to successful business owners and individuals since 1973.

Roy has worked with many businesses in the design and execution of their succession or exit strategies. Roy’s advanced knowledge of the life insurance marketplace enables him to be creative in solving some very difficult problems a business may face. He graduated from the University of Phoenix with a degree in Business Administration and is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU). Roy holds Series 7, 24 & 65 registrations with FINRA. In addition to his Scottsdal...

Roy has worked with many businesses in the design and execution of their succession or exit strategies. Roy’s advanced knowledge of the life insurance marketplace enables him to be creative in solving some very difficult problems a business may face. He graduated from the University of Phoenix with a degree in Business Administration and is a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU). Roy holds Series 7, 24 & 65 registrations with FINRA. In addition to his Scottsdale Office he also has clients in the Denver area having opened an office there in 2010. Roy and his wife have three children and four grandchildren.