Who we are
“We” is a stretch—it’s really just me. But this site, its purpose, and the way I see the world are inspired by two of my heroes: Jimmy Buffett and Warren Buffett.
Jimmy was the Roam. He turned a laid-back lifestyle into an empire—chasing sunsets, telling stories, and strumming through life with a grin.
Warren is the Invest. He built a fortune through patience, discipline, and a kind of homespun wisdom that still rings true.
Both lived—and live—with intention. They did more than just make money.
They made meaning.
That’s the spirit behind Roam and Invest. A bit of beach. A bit of Berkshire.
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
“Go fast enough to get there, but slow enough to see.”
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!