With an entrepreneurial spirit and a small business background, Roy’s passion is helping business owners with their financial strategies.
Roy’s experience in having built a business from the ground up, opening 16 satellite locations with over 80 employees, ranking 48th on Inc. Magazine’s fast growing private manufacturing companies list in 2009, and selling the business when it reached $6 Million in sales will demonstrate his deep understanding of running a business. His hope is to leverage his experience when working with small business owners as they plan for their personal and business financial futures. “I want those I work with to see me as an extension of their business, and to know that I will always have their best interest in mind,” shares Roy.
Graduating from St. John’s University, Roy holds a degree in management. He’s also received his MBA from the University of Wisconsin-Madison and completed the Program for Leadership Development from Harvard Business. Roy and his wife reside in Madison, Wisconsin, with their two daughters. In his spare time, Roy enjoys playing basketball, skiing, and EA Sports FIFA.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies