Meet the Team

Because no two financial lives are the same, we give every client our full and focused attention—across planning, implementation, and ongoing review. We take a proactive, personalized approach to building strategies that align with your goals and objectives, applying thoughtful analysis and efficient solutions to help keep your financial plan on track as your life evolves.

Our team is built around a simple but powerful principle: independent advice leads to better outcomes. As an independent financial planning practice, we are not tied to proprietary products or institutional agendas—our guidance is shaped solely by what serves our clients’ best interests. Led Jorge Romero, CERTIFIED FINANCIAL PLANNER® professional*, we bring a disciplined, fiduciary-based approach to every relationship, combining technical expertise with thoughtful, personalized planning. Working with a CFP® professional means working with someone who has met rigorous education, experience, and ethical standards, and who is committed to helping you navigate complex financial decisions with clarity, confidence, and purpose.

While our advice is independent, our capabilities are reinforced by the strength and scale of LPL Financial.

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,**supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

**No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.