Roy co-founded Values First in 2009, serves as Co-President, and oversees tens of millions in client assets. He has more than 30 years experience in the financial services industry. Roy served as an Investment Advisor Representative at American Values Investments for six years. Prior to AVI, he served as a Regional Vice President / Registered Investment Representative with a major financial services firm for 19 years.
Prior to his career in the financial services industry he worked in education. He spent eight years teaching and as a school administrator/principal. He holds a BA, MRE and D.Litt. degrees. Roy currently provides service and advice to hundreds of families. He and his wife, Sharon, are the proud parents of three children and are also involved with many church activities.