In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Jeff Romans

Jeff Romans

CRPS®

Financial Advisor

Learn more about Jeff Romans Visit Jeff Romans's website
Daniel Clark

Daniel Clark

CFP®

Financial Advisor

Learn more about Daniel Clark Visit Daniel Clark's website
Kerry Toporowski

Kerry Toporowski

Financial Advisor

Franchise Owner
Learn more about Kerry Toporowski Visit Kerry Toporowski's website

Our team

Lisa Zepeda

Lisa Zepeda

Client Service Associate

Kristi Schroeder

Kristi Schroeder

Client Service Associate

Alana Toporowski

Alana Toporowski

Administrative Assistant