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Royce joined First Investments & Planning in 2012 as an advisor. Currently, he is the producing manager for the Northern Colorado advisors. He also serves as an advisor, assisting high net worth retail clients in all aspects of financial planning, investments, and insurance needs.
Royce has been in the financial services industry since 1991 and holds series 7, 63 and 65 securities registrations along with his life and variable insurance licenses.
Royce graduated from Colorado State University with a Bachelor’s degree in Economics.
As a Colorado native, Royce enjoys spending time with his wife of 27 years, Cindi, and their two daughters Mary and Emily who currently attend San Diego State University and Northern Arizona University, respectively.
He especially enjoys traveling through the Colorado Mountains, and visiting two of his favorite places, Summit County and Vail Valley. When Royce isn’t driving cars through the mountains, he’s putting them together. He particularly enjoys old muscle cars from the 60’s and his favorite, a 67 Shelby GT 500 Mustang.
205 West Oak Street
Fort Collins, CO 80521
I strive to give my clients confidence and to ultimately help them achieve their financial goals.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE