Roy is a Principal at CBG & Company, Inc., is instrumental on CBG’s investment committee, and has 20 years of experience in providing financial planning and investment advisory services for his clients.

Prior to starting CBG & Company, Inc., Roy was with a national dental financial planning firm for nearly 20 years and was the director of the investment program. In his capacity as director, he developed and managed relationships with national money managers, mutual fund companies, and brokerage firms. In addition, he was a member of the investment committee that shaped strategic investment direction and managed high net worth investment client relationships.

Roy’s passion to help people is clearly evident in his work and the relationships he builds with clients. Taking the time to go the extra mile is never an option; it is a requirement. Roy’s consulting style is summarized with two overriding characteristics: (a) integrity – it is all about his clients’ best interest; (b) attention to detail – no stone is left unturned. Helping dentists implement the right solutions and the long-term relationships that are built as part of the consulting process are the most rewarding accomplishments of Roy’s career.

He earned his M.B.A. with a concentration in Finance from Loyola University-Chicago, and attended Valparaiso University as an undergraduate where he earned his Bachelor of Science degree in Business Administration with a Finance concentration. Roy holds the Accredited Investment Fiduciary, AIF®, designation and is an Investment Advisor Representative, Series 65 licensee. He also serves as a columnist on personal finance and investment related topics.

Roy resides with his wife and three children in central Indiana. He is active in his church, on the board of directors for his local youth baseball association, and spends much of his free time coaching youth sports.