Helping Founders Preserve Their
American success story™

Our Team

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Armando Roman Founder and CEO

ARMANDO ROMAN

Founder and CEO

Armando is Founder, CEO, and lead Wealth Manager. He sets firm strategy and oversees all aspects of the company. He works directly with clients to design overall strategy, and prioritize and coordinate services with the firm’s professional network. Armando establishes and maintains all professional network relationships for a cohesive, coordinated approach to comprehensive client service. After 33 years of being a licensed CPA, Armando retired his CPA license in 2022.
View Armando's LinkedIn

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Tom Marki
Financial Planner

TOM MARKI

Financial Planner

Tom is a Financial Planner and lead implementer of all client services. Tom works closely with Armando in design and implementation of all client strategies and oversees and manages operations. Tom is a licensed CPA.
View Tom's LinkedIn

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Miguel J. Roman
Administrative Manager

MIGUEL J. ROMAN

Administrative Manager

Miguel is Administrative Manager. He is responsible for day-to-day operations and coordinating client interaction. Miguel is pursuing a degree in Business Management.

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To register for the Scottsdale Founders Forum, click here: www.scottsdalefoundersforum.com

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