Hi. 👋
I’m Naomi Roy.

I started my career in financial services in 2019 after graduating from the University at Buffalo.  My family’s challenges with money when I was growing up inspired a passion to help people gain confidence in their own financial lives.  Nothing makes me happier than seeing clients achieve a goal they previously didn’t think was possible. 

I care deeply about building meaningful, trusting partnerships and approach conversations with a focus on collaboration.  I enjoy spending as much time as needed to build a real sense of comfort before implementing a plan.  Arriving at an optimal solution is only the first step, but that’s just numbers.  With true collaboration, we can craft a plan together that aligns with your own personal dreams and desires.

I spent the majority of my life in Upstate New York before moving to Denver in 2022. I love calling Denver home and exploring everything the city has to offer. 

In my free time, I like traveling both domestically and internationally, attending concerts, and discovering new restaurants.