The Team

Roman Financial Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Lori Allegretto

Lori Allegretto

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

B.S. Business Administration, 1988, Old Dominion University, Norfolk, VA

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Our Staff

Christina L. Catheline

Christina L. Catheline

Practice Manager

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Qualifications

  • Graduated from Youngstown State University in 2001.
  • Series 7
  • Variable Life and Health
  • Public Notary
  • Series 66

Roles & Responsibilities

  • Christy provides clients with transaction requests and manages Nathan's practice. Her experience helps to provide our clients with an excellent experience with Nathan and Ameriprise.

Santi N. Nallapaneni

Paraplanner

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Qualifications

  • MBA

Roles & Responsibilities

  • Santi provides clients with transaction requests. Her experience helps to provide our clients with an excellent experience with Nathan and Ameriprise.

Betty F. Nace

Administrative Assistant

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Roles & Responsibilities

  • Betty helps to provide our clients with an excellent experience with Nathan and Ameriprise.