• Registered Investment Advisor (RIA)
• Certified Financial Planner (CFP), Denver, CO
• Bachelor of Arts in Economics (BA), The Ohio State University, Columbus, OH

• Master of Science, Hospital & Health Services Administration, The Ohio State University, Columbus, OH
• Master of Business Administration (MBA-Finance), DePaul University, Chicago, IL
• Accredited Asset Management Specialist (AAMS), Denver, CO
• Certified Healthcare Executive (CHE), American College of Healthcare Executives, Chicago, IL

Since 1986, he has served as an investment advisor, financial planner and wealth manager. He is the President of PRESTIGE Advisors, an independent, fee-only financial advisor and wealth manager. PRESTIGE Advisors take no commissions. 

In addition to his financial advisor experience, Mr. Roberts has thirty-years experience as an expert business planner and policy strategist in the health care industry. He applies many of the principles of sound business planning to wealth management and investment policy. Furthermore, he provides healthcare expertise to healthcare providers and executives, patients and families who face the complex issues of health care.

He served seventeen years in positions as a Senior Executive for Planning and Marketing and as a CEO among major health systems throughout the nation including, Sisters of Saint Mary, American Medical International, Charter Medical Corporation, and Samaritan Health Services. He served as a U.S. Air Force Commander in Viet Nam and traveled to more than thirty countries. During the most recent twelve years, he served as a President of Physician Management Company, Administrator for a 500-physician group and State Director of Physician Practice Management for twenty hospitals.  He has managed the finances of more than 1,000 doctors.

Member– American College of Healthcare Executives, Medical Group Management Association, International Board of Certified Financial Planners, Institute for Certified Investment Management Consultants, Financial Planning Association, American Association of Individual Investors

Continuing education is mandatory and the expectation is that the hours earned will far exceed the minimum required by the CFP Board of Standards. PRESTIGE Advisors expect all advisors maintain basic competence in all areas of comprehensive planning as well as particular expertise in the specialties of estate, retirement, and investment planning.