Broker Profile

BIO

A graduate of Western Kentucky University, Roy has over 30 years of broad business experience including practicing as a CPA Financial Planner, VP of Finance for a 300 store retail chain and the entrepreneurial experience of owning a multi-unit franchise.

Roy understands all of the challenges related to small business ownership and uses his expertise to help his clients navigate the through the issues related to selling / buying a business.

He is a member of Pinnacle Equity Solutions. This national group of 120 exit planning professionals is dedicated to helping business owners exit their business and move to the next phase of their life.

Professional Credentials

Certified Public Accountant (CPA) - State of Florida
Personal Financial Specialist (PFS) - AICPA
FINRA Securities and Investment Advisory Licenses (Series 7 and 66)

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
Pinnacle Equity Solution