Roy C. Lines CFP®, CRPS®

Vice President
  • Roy was raised in rural Marble Rock, located in North Central Iowa, working alongside his father on the family farm until determining that farming was not in his DNA. 

  • Roy graduated from Rockford High School in 1981 and was honored as the Warrior of the Year. He played football for the Wartburg Knights as a running back, earning a B.A. in education from 1981 to 1985.

  • Roy has been married to Kelli since 1996 and they are proud parents of sons Logan and Cayden who are pursuing their own careers.

  • Roy enjoys tinkering in the yard and woodworking projects, often assisting with interior design projects.

  • Roy transitioned to finance in 1988 after teaching Biology and Life Sciences. He obtained CERTIFIED FINANCIAL PLANNER(TM) certification in 1999.



Enjoys tinkering in the yard and woodworking projects, often assisting with interior design projects.

Music and Taste:

Eclectic musical taste ranging from Classic Rock and Country to Christian music.

Favorite Indulgences:

Prefers The Macallan Double Cask 12-Year-Old Single Malt Scotch.

Enjoys homemade meatloaf, mashed potatoes, and corn, a reminder of his rural upbringing. 

Little Known Fact:

Roy and his wife spent 17 years enjoying their sons' high-performance alpine ski racing.

Favorite Restaurant and Getaway:

Hemisphere Bistro is Roy's favorite local restaurant.

Enjoys getaways to Napa Valley with his wife and skiing adventures out west with his sons.


Favorite Quote:

Finds inspiration in Muhammad Ali's words: "Impossible is nothing," reflecting his outlook on life shaped by resilience and determination.


The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.