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

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning & Advanced Solutions

Matt Lewis

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