Roy N. Carlson, Author of “The Faithful Steward”, gained experience in financial services as the investment specialist in the South Florida region for a major financial services firm Roy has been an independent wealth manager since 1996. Roy, his wife Vivian and their daughters have made Raleigh, North Carolina their home since December 2003.

Relevant Experience: While in Florida, Roy designed and implemented the pension plan to 401k option for Blue Cross and Blue Shield of Florida. Along with that he also supervised and participated in educational support programs for major corporate retirement programs including Burger King and IBM.

Responsibilities: Plan Assessment, Investment Policy Statement, Investment Analysis, Enrollment Team Leader, Education Speaker, Employee Advisor, Client Service Supervisor and Servicing Advisor.