Meet Roman
I joined the SRQ Wealth team in August 2024 as a Client Relationship Manager. In this role, I provide planning support for all our current and future clients, which includes implementing the takeaways from client meetings and offering additional support to both the team and our clients whenever needed.
I bring several years of retirement benefits experience to the team, including my most recent role with Vestwell, a leading 401(k) plan provider, where I gained valuable customer care experience. I hold my bachelor’s degree in biology from Florida State University as well as all the necessary industry licenses—including the Series 65 and Series 66.
I’m married to my wonderful wife, Morgan, and we have two young children, and we recently relocated to Sarasota from Orlando. In my free time, I enjoy staying active with CrossFit and capturing moments through photography—both activities that keep me energized and creative outside of work.