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Jon-Paul Roy

Jon-Paul Roy

Financial Professional

Jon is a client-driven, roll-up the sleeves professional passionate about people and creative avenues to help keep, accumulate, and protect your assets - the things most important to you!


Drawing on a previous successful consulting career serving startups to global enterprises, He understands the value of bringing the right team and solution to the table… rarely is that just one person.   So, his approach is to understand each client’s unique situation, priorities and goals - then put the best players on the field from our team of internal and alliance experts.   


Canadian by birth, Floridian by youth, and resident of Atlanta since 1991 - his accent is still trying to find a home.  Married longer than his sweet wife will let him admit, he has two adult children living and working locally.  He is especially excited for the client experience and continuity as business partners with his son.  For fun, He enjoys league tennis and any activity in warm or on frozen water, particularly when joined by his dogs who share similar passions.   

Jon holds insurance licenses in states of Georgia, Florida, and Colorado.