About
Roman
Roman’s focus is guiding clients and families through seasons of life to their financial goals. He seeks to serve clients through comprehensive financial planning to design investment strategies and financial plans that will lead clients to success.
Roman began his career with a Pittsburgh-based asset manager, working in both broker-dealer and wealth management and trust channels, advising registered investment advisors (RIAs) and institutional money managers. Before joining Focus Partners Wealth, Roman worked with another regional RIA as an advisor and member of the financial planning and investment committees.
Roman and his wife are involved in their church community. Together they enjoy the outdoors: hiking, biking, and, above all, skiing.
Education and Professional Milestones
-Grove City College – bachelor’s degree in finance
Roman’s focus is guiding clients and families through seasons of life to their financial goals. He seeks to serve clients through comprehensive financial planning to design investment strategies and financial plans that will lead clients to success.
Roman began his career with a Pittsburgh-based asset manager, working in both broker-dealer and wealth management and trust channels, advising registered investment advisors (RIAs) and institutional money managers. Before joining Focus Partners Wealth, Roman worked with another regional RIA as an advisor and member of the financial planning and investment committees.
Roman and his wife are involved in their church community. Together they enjoy the outdoors: hiking, biking, and, above all, skiing.
Education and Professional Milestones
-Grove City College – bachelor’s degree in finance