How do we add Value for our Clients?
Roy provides focused guidance to retired and soon to be retired clients in business exiting and succession, investment management and retirement income planning. By collaborating with clients and their other professional advisors, Roy helps develop, implement and monitor wealth management plans that are designed to be flexible and adjust to change.
For over 35 years, Roy has provided objective, unbiased wealth management advice. He and a tax attorney formed Integrated Benefits, Incorporated which is a Registered Investment Advisor in 1998.
After graduating from the University of Illinois-Chicago Campus with a Bachelors of Science Degree in Architecture, he practiced as an Architect prior to joining the financial services industry in 1983. Roy received his Masters of Science in Financial Services (MFSF) from the American College. He continued his education by receiving the Accredited Investment Fiduciary (AIF®) designation from the University of Pittsburgh.
He is a member of many professional and business organizations which includes being the past president of both the Roaring Fork Estate Planning Council and the Western Colorado Estate Planning Council. Roy has presented wealth management strategies at numerous educational conferences.
In 1978, Roy and his wife of 42 years, Mary Rose, moved to Glenwood Springs to raise their family. They relocated to Grand Junction 2003. He enjoys spending time with family, his grandchildren and friends, hiking, fishing and golfing. Roy and Mary Rose enjoy traveling and when they are not at their winter home in Palm Desert, they spend time in their “Marco Polo” traveling throughout the country.