Roy began his professional career in 2003 working as an estate and tax planning consultant with a national estate planning educational firm. He was highly sought after for his expertise in capital gains tax deferral strategies, educating Attorneys, CPAs, and Financial Advisors all over the country.
In 2008, he moved to Portfolio Management where he oversees a large nine figure portfolio for an institutional investor. His experience includes a broad range of investments, from the more traditional stocks and bonds to residential rental properties, commercial assets, and more.
In early 2019, Roy was pleased to join NAI Excel where he hopes to leverage his experience to aid commercial property owners and investors in finding properties to meet their needs. He's excited to be working with and learning from the great professionals at NAI.
Roy moved his family from West Jordan, Utah to St. George in 2013. He loves the change in scenery, the weather, and the people. He enjoys spending time with his wife of more than 20 years, his four children and grandson, and his dog. On weekends you'll find him working in his yard or finishing his basement, two of his favorite activities.