Phone: (949) 535-5357
Mr. Roam has over 30 years of experience in the financial services industry and is responsible for analysis, review, recommendations, management and implementation of Life, LTC, Disability and Annuity insurance products and solutions on behalf of clients of First Foundation.
Previously, Mr. Roam was Senior Vice President, Director of National Accounts with Colorado Brokerage Group in Denver Colorado, responsible for analysis and advanced marketing designs and life insurance solutions on behalf of clients of financial advisors from UBS Financial Services, Wells Fargo Advisors, RBC Wealth Management, Stifel-Nicolaus and Benjamin F. Edwards.
His prior experience in sales, marketing, project management, and as a brokerage manager, have been with well-known brands including Pacific Life, ING (Now VOYA), Principal Financial Group, ING Reinsurance and John Hancock Life Insurance Company.
Mr. Roam completed his Certified Financial Planner® designation through the College of Financial Planning in Denver in 1989 and he completed the Chartered Life Underwriter (CLU) certification in 1996 through the American College program.
He is a long time member of the Society of Financial Service Professionals, and is a past president for the Denver Chapter.
Mr. Roam earned a Bachelor of Science degree in Business Administration with a concentration in Management at California Polytechnic State University in San Luis Obispo.