About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Anna Roman

CFP
Certified Financial Planner

In the financial services industry since 1987, Anna offers a wealth of knowledge and experience to her clients.

As a certified financial planner, Anna’s balanced approach to the business, skillfully weighs knowledgeable and practical financial advice.

Clients are consistently drawn to her exemplary customer service and sincere concern for their overall well being.


Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Gennifer Prout

Administrative Assistant

With over 20 years in project coordination, Gennifer is aptly skilled for her role as Administrative Assistant. Gennifer's high level of computer proficiency and communication skills as well as her attention to detail and excellent skills in planning, organizing and time management creates a seamless 'back office'.

With superior customer service orientation, Gennifer understands that every task must have the client’s best interest at heart. She is the perfect partner for the advisor and clients alike.