After serving in the U.S. Army for nearly 25 years, retired officer Roy Y. Gagaza knew he needed a retirement plan. But little did he know that his path towards retirement would help his clients achieve the same end. With a professional goal to help others receive the financial resources they need and the sound financial guidance they deserve, Roy has had a different experience than many in financial planning and consulting.

"I retired from the military on Sept. 30, 2008, after nearly 25 years of service," the double Bronze Star officer mentioned during an interview. Recognizing that he needed a career outside of the military, he dove into finance and has never looked back since, currently holding licenses as both a certified public accountant (CPA) and chartered financial analyst (CFA). "It was important to me to find something I was passionate about and could transfer my skillset over to.