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Our Team

Our mission is to help our clients make the best decisions for their investments, income tax and estate planning needs.

Roy Claggett

Financial Advisor

Roy is from the Tampa area, and has been practicing retirement planning for 9 years.  Roy has extensive background in the financial and insurance industry as well exceptional knowledge of the Florida Retirement System (FRS). Roy graduated from the University of Florida with a degree in finance and statistics and has many strong ties to the State of Florida.  Family is very important to Roy, he likes to spend much of his free time golfing or fishing with his Father.  He also is an avid sports fan and likes to play basketball on the weekends.  Roy also spends numerous hours volunteering for The Special Olympics and other various charitable organizations.