LeRoy Hayes

Financial Planner

Career: Ms. LeRoy holds a Bachelor's degree in Business Administration and a Master's degree in Business Administration from Southern Oregon University. She is a Certified Financial Planner dedicated to helping clients solve a variety of issues.

Throughout her career, Ms. LeRoy has served as the principal advisor for numerous ERISA plans, guiding boards and trustees in plan design, compliance, and their fiduciary roles. Her clients rely on her for quick responses, whether it’s addressing a 401(k) participant’s inquiries about how to take a loan for college tuition or assisting institutional clients in preparing for board meetings.

Before joining Carverston Investments, Ms. LeRoy spent five years as a manager at a CPA firm specializing in verifying investment performance results. Her extensive institutional background in the investment management industry offers a broad perspective, ensuring that Carverston's clients receive the highest level of professional advice.

With her wealth of experience and expertise, Ms. LeRoy provides exceptional financial planning services, committed to helping clients achieve their financial goals.