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CONTACT AN ADVISOR
CONTACT US
CONTACT US
Services
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Private Client Services
About
Why Us?
Our Team
Our Process
FAQs
Our Story
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Riskalyze
SECURE Act RMD Calculator
Retirement Readiness Quiz
401(K) CALCULATOR
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Your Team
Wealth Advisors
J. Joseph Roman
CPA/PFS, MST, CEPA®
Founder and CEO, Senior Wealth Advisor
Matthew J. Kulpa
CPA, MBA
Managing Partner, Wealth Advisor
Client Services
Beth Gaasbeck
CPA, MBA
Director of Tax
Samantha Chandler
MBA
Tax/Client Services Associate
Operations
Lisa A. Roman
Partner and Director of Administration
Sandra W. DuHamel
Front Office Administrative Assistant
Lisa Roman-Fischetti
Operations Associate
PAWfessionals (AKA The Kibble Krew)
Harley Roman
Chief Comfort Officer
Luna Roman
Chief Comfort Officer II
Olive Gaasbeck
Chief Comfort Officer III
Investments
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Todd Knott
Senior Trader
Drew Reisdorff
Senior Trader
Matthew (Matt) Smith
Senior Trader
Kellie L. Duffy
Senior Trade Operations Analyst
Kaleigh Sanders
Specialist, Trade Operations
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Matt Lewis
CLU®, CLTC®
Vice President, Insurance
Scott Berryman
Director, Trust Solutions
Mike Valenti
CPA, CFP®
Director, Tax Planning
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
Director, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC®
Senior Wealth Planner
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Thomas Resner
Director, Retirement Operations
Tom Mullen
Senior Tax Planner