Financial Experience since 1980.  Roy's goal is to provide his clients with tax-advantaged ways to create, grow, protect, preserve, and distribute wealth in all phases of life. Today's ever-changing financial landscape includes an overwhelming assortment of insurance products, investment products and financial services. Roy personalizes, clarifies and organizes financial management concepts for his clients by utilizing his education and experience.

Certified and Chartered.  Roy’s continuing education and professional designations reflect his ongoing commitment to his clients and to the financial industry.

He holds and maintains the following industry designations:
1990 – CFP - Certified Financial Planner™
1999 – CLU - Chartered Life Underwriter
2014 – CRPC - Chartered Retirement Planning Counselor