Celebrating four decades of providing "Peace of mind" through a multitude of insurance and investment solutions for our "family" of clients has given our ROMAC team both a sense of purpose and satisfaction...their success is our reward.
Bob has over four decades in the insurance/investment industry, specializing in both personal and corporate risk mitigation. Bob has guided clients and their families through trusted estate planning and has offered peace of mind for generations.
Lyndsay has been licensed for over 20 years and holds designations as a Certified Financial Planner and Certified Professional Consultant on Aging. Lyndsay is dedicated to providing protection with insurance, planning through investments and most of all, peace of mind for her clients and their families.
Bill's five-decade career has been spent entirely in the specialized field of retirement planning and investments. Bill's experience ranges from employer pension plans to individual retirement savings products, to providing tax-efficient retirement income planning advice to retirees and soon-to-be retirees.
Julie has over 20 years experience in group benefits design and administration with extensive knowledge of the insurance industry. As Romac Financial's life licensed Office Administrator, she always offers a friendly connection and prompt service.
