Financial & Tax Advisor
Roy has been a practicing financial planner since 1994. He received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in 1993, and has been an Investment Advisor Representative of Financial Security Management since 1996.
Roy is also a tax preparer and is an Enrolled Agent* which allows him to practice before the Internal Revenue Service.
Roy listens to each client’s individual financial needs, concerns, and investment goals. He then develops personalized plans, manages investment portfolios according to each client’s strategy, and develops tax planning strategies designed to help each client achieve their personal financial goals.
Roy has called the Denver suburb of Highlands Ranch home since 1988. He and his wife Dale have been married since 1973. They have always shared their home with furry four-legged kids.
Roy is very active in his church. His hobbies include being a lifelong learner, Colorado Rockies baseball, and physical fitness. He also enjoys hiking and biking in our beautiful Rocky Mountains.
*An Enrolled Agent is allowed to represent taxpayers on any IRS issues up to the tax court stage.