Bio
Elroy began his career in the finance industry working for a public real estate investment trust (REIT). After spending three years on an acquisition’s team buying and selling multifamily assets across the country he decided to pivot into a career in financial services. Elroy is passionate about helping individuals, families and small business owners achieve their own financial independence and stability. His focus is to provide a universal service for his clients with the ability to discuss and manage basic financial topics such as budgeting and planning with the goal of progressing into plans for wealth accumulation, preservation and retirement planning.
Elroy thrives on the personal side of his business, particularly the one-on-one contact and ongoing relationship he builds with his clients. Before proceeding with a recommendation for a client, he first helps his clients map out their personal goals, priorities and financial circumstances. Once a working relationship is established, Elroy works together with his clients to develop a comprehensive plan designed to be an integral part of achieving their financial goals.
A native of Arizona, Elroy grew up in Peoria. He attended Colorado State University on an athletic scholarship where he sought his B.S in Business Administration. Elroy currently holds a Securities Industry Essentials, Series 7 - General Securities License, and Series 66 - Uniform Combined State Law Examination. Elroy regularly attends industry training and certification programs.
Maintaining a strong sense of family, community, and a solid professional foundation are very important to Elroy. When not spending time with his family, Elroy, enjoys volunteering in community events, playing pickup basketball and going to the movies. Elroy is associated with the John Mosely Student Athlete mentoring program and the CSU Young Alumni Association.
Areas of Interest
- Deal Type
- Recapitalization
- AUM
- Max LTV
- Capital Stack
