Hi. 👋
I’m Naomi Roy.

My family’s challenges with money while 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—that’s just numbers. With true collaboration, we can craft a plan together that aligns with your personal dreams and desires.

Born in Tokyo, 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 enjoy traveling both domestically and internationally, attending concerts, and discovering new restaurants.