Susan Roman is a CFP® with 12 years of industry experience, currently serving as an advisor at Roman Retirement Planning, LLC since 2018. Her prior roles include positions at Strategic Planning Group, Inc., Cutter Financial Group, LLC, and Precision Capital Management. She is also a licensed attorney who does not practice law and is licensed to produce life insurance products. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, and pension consulting. The firm employs a mix of long-term trading and various analysis methods to tailor portfolios and utilizes third-party managers and automated advisory platforms for investment management.

Maureen Brosnan is a financial advisor at Roman Retirement Planning, LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Successful Wealth Strategies and Accenture. Outside of her advisory role, she provides money coaching services through Brosnan Wealth Management. Roman Retirement Planning serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm employs a mix of investment analysis methods and uses third-party managers to tailor portfolios to clients’ goals and risk tolerances.