Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Toporowski, Clark & Romans Financial Group
Team photo for Toporowski, Clark & Romans Financial Group

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Our advisors

Advisor photo for Kerry Toporowski

Kerry Toporowski

Financial Advisor

Franchise Owner
Learn more about Kerry Toporowski Visit Kerry Toporowski's website
Advisor photo for Daniel Clark

Daniel Clark

CFP®

Financial Advisor

Learn more about Daniel Clark Visit Daniel Clark's website
Advisor photo for Kate Rothenberger

Kate Rothenberger

MBA, CFP®, CMFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Kate Rothenberger Visit Kate Rothenberger's website


Our team

Lisa Zepeda

Lisa Zepeda

Client Relationship Manager

Kristi Schroeder

Kristi Schroeder

Client Relationship Manager

Alana Toporowski

Alana Toporowski

Operations Coordinator,

Marketing Coordinator
Addison Zaehringer

Addison Zaehringer

Intern

Alexis Zaehringer

Alexis Zaehringer

Intern