Romney has guided individuals and families in pursuing financial independence since 2009. With an MBA in Finance, Romney has gained extensive knowledge in financial planning allowing her to help clients artfully navigate their college, retirement, insurance, wealth management, and wealth transfer needs.
“The more I get to know my clients through in-depth conversations allows me to really understand what is really bothering them. It’s not always obvious at first, but when those concerns come out, that gives me something to work with. Once they realize that what they have been stressing about can be managed, I can see a big sense of relief in them. I believe this is where a lot of the value comes from in working with a financial advisor.”
When not helping clients pursue their goals, you’ll find her outdoors with her animals or spending time with family and friends.