Team At Roman Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?How can I protect my assets from Long Term Care? Do I need a will or a trust? How can I avoid probate?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Joseph A. Stueber Registered Representative (414) 443-2008 email@example.com Joseph Stueber is the founder of Roman Financial with 29 years of experience in estate and and financial planning. Joe specializes in wealth management and investment/insurance planning with a focus on maintenance and preservation of... Read more Jay T. Stueber Registered Representative (414) 443-2008 firstname.lastname@example.org Jay Stueber graduated from the University of Wisconsin-Oshkosh with a Bachelor's Degree in Finance where he now has over 12 years experience in wealth management and investment /estate planning services. Jay provides customized... Read more Thomas E. Balgeman *Not affiliated with JW Cole Financial, Inc. Estate Planning Attorney (414) 453-8500 (414)453-0604 email@example.com Thomas E. Balgeman is a top-rated Elder-Care attorney practicing in Southeastern Wisconsin. Thomas Balgeman was selected to Super Lawyers of 2020 and is recognized by his peers for his outstanding work and commitment to the spirit of... Read more Chris Luebke Registered Representative & Investment Advisory Representative 414-443-2008 414-443-2009 firstname.lastname@example.org After graduating from UW-Whitewater with a Bachelor of Business Administration; Chris spent the first five years of his career at US Bank. During that time, he worked closely with mutual fund advisors, providing day-to-day... Read more James Fleurimond Registered Representative 414-443-2008 After graduating from Concordia University Wisconsin as a student-athlete, James started his career with Northwestern Mutual as a Financial Advisor. Here he created relationships by helping clients create comprehensive financial plans.... Read more Ryan Stueber Registered Representative 414-443-2008 Ryan joined the Roman Financial Team in 2019 and provides a wide range of knowledge in retirement planning, wealth management, estate planning and protecting assets from nursing homes.Ryan dedicates himself to understanding and... Read more Have a Question? Name Email Address Question Thank you! Oops!