Roy has been a practicing financial planner since 1994. He is one of the owners of Financial Security Management, Inc. (an investment advisor firm registered with the U.S. Securities and Exchange Commission) since 1995. He received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in 1993, and is a Investment Advisor Representative of Financial Security Management.
Roy is also an accomplished tax preparer, enrolled to practice before the Internal Revenue Service. Roy specializes in tax planning and preparation, portfolio allocation and management, and small business consulting. Prior to becoming an owner with Financial Security Management Roy spent 28 years in the commercial airline business in a variety of management positions.
He lives in the Denver suburb of Highlands Ranch, Colorado with his wife Dale and their furry four legged kids. His hobbies include Colorado Rockies baseball, and physical fitness; he also enjoys hiking and skiing in the beautiful Rocky Mountains.