Roy Planning Resources

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

Team photo for Roy Planning Resources
Team photo for Roy Planning Resources

View Larger


Advisors

Curtis Hunter Roy II

MBA, CRPC

Private Wealth Advisor

Franchise Owner
Visit Curtis Hunter Roy II's website

Kaylie Mixon

MBA, CRPC

Financial Advisor

Operations Manager
Visit Kaylie Mixon's website


Team

Kara Hebert

Kara Hebert

Administrative Assistant