Sarah Roman

Sarah Roman

      Associate Financial Advisor

      Sarah has a Bachelor’s degree in Finance with a minor in Economics from Wright State University, so her current role as Associate Financial Advisor was a natural fit. She also holds her SIE, Series 7 and 66 securities registrations, and life insurance licenses. As a people-person, she was ready for a career in which she helps people meet their financial goals, while creating meaningful personal relationships. Sarah truly enjoys being a resource for families so that they can enjoy their lives worry-free!

      Sarah lives in Dayton with her husband, Mitch, and their new puppy, Enzo. Outside of work, you will find them in anything competitive: from card games to sports with their families and friends. As former residents of Arizona, once the Midwest summer weather has disappeared, you will find them traveling to find the sun and their next adventure.