Roman Capital Strategies

(517) 599-5951
2378 Woodlake Drive Suite 210, Okemos, Michigan, 48864

Business hours

Monday 8:00am to 5:00pm
Tuesday 8:00am to 5:00pm
Wednesday 8:00am to 5:00pm
Thursday 8:00am to 5:00pm
Friday 8:00am to 5:00pm

About us

Jeff is a Certified Financial PlannerTM with a passion for helping individuals and families achieve their financial goals and secure their financial futures. With over a decade of experience in the financial services industry, Jeff brings a wealth of knowledge to his clients. Acting in a fiduciary capacity with his advisory relationships, Jeff is committed to acting in his clients' best interests at all times. He takes the time to understand each client's unique financial situation, goals, and concerns before crafting personalized financial plans tailored to their needs.

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