A 34-year veteran of the financial services industry, Roy employs his financial planning, investing knowledge, and experience to help his clients live life confidently and pursue their most important goals.

He holds numerous professional licenses (Series 7, 9, 10, 31, 63 and 65) and designations, including those of Certified Financial Planner™ (CFP®), Chartered Advisor in Philanthropy® (CAP®) and Accredited Estate Planner® (AEP®). He holds a Bachelor of Science degree in finance from The University of South Carolina.

Roy is deeply committed to our community. He is a board member and former chairperson of KershawHealth/LifePoint Health, a board member of the Central Carolina Technical College Foundation, a board member of the Community Medical Clinic of Kershaw County, and a member of the Rotary Club. Under Roy’s leadership, Lumen has purchased and renovated three historic buildings in downtown Camden.