
The people who work at Romaine Financial not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Dawn is our Client Service Manager.She is the one who will help you ensure that your account stays up-to-date. She is in charge of making sure all transfers, deposits, and requests for cash are handled in an expedient manner. Sherrin makes sure your insurance processing goes as smoothly as possible. She handles client communications and information updates. Judy keeps us out of trouble, making sure our billing is timely and accurate and all important documents are ready for the CPA come tax time. Sara, Dan's daughter, is on staff part-time to help with the computer and data-entry types of functions, while she works her way toward college. She is ushering the way for a third generation of Romaines!
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