Strategic Consultants

 

Steve Romano

Strategic Consultant

CEP®, AIF®

Phone: (210) 737-7800

Fax: (210) 737-7801

Email: sromano@tnfa.net

Steve’s career in the financial services industry spans more than two decades,beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition tobecoming an LPL Registered Representative, Steve earned both his FINRA Series 6and Series 63 Investment Representative securities registrations, held with LPL. In1995, Steve added the distinction of Series 26 Limited Registered Principal securities registration, held with LPL. In the years that followed, Steve earned his Series 65 Uniform Investment Adviser Law registration (held with Strategic Financial Concepts) and his Series 7 General Securities Representative registration (held with LPL), as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners.

Steve has also earned the Accredited Investment Fiduciary® (AIF®) designation. Designees learn the Practices and the legal and best practice framework they are built upon. AIF designees have a reputation in the industry for the ability to implement a prudent process into their own investment practices as well as being able to assist others in implementing proper policies and procedures.

Today, Steve specializes in financial planning, estate planning, income planning, and
investment advisement. Steve brings a personalized holistic approach to his financial
and estate planning investment advice, taking into account not only each
client’s present position and mid- and long-range financial goals, but also their life
goals. Once Steve is confident he fully understands a client’s worldview, he presents
them with practical, specific strategies in easy to understand action steps.

Mr. Romano and his wife reside in Edmond, where they are actively involved in their
church and community. They have four children and five
grandchildren. Mr. Romano enjoys travel, kayaking, fitness, cross-country motorcycle
riding, reading, ministry, and donating time to nonprofits. His volunteer ministry has
included working with programs for prisons.


Rebecca Foster

Strategic Consultant

AIF®

Financial Planner

Phone: (405) 850-7188

Fax: (210) 737-7801

Email: rfoster@tnfa.net

The vision of our business is serving others by helping clients reach their individual
financial and business goals. With a strong focus on education, we help people make
sense of their complex financial lives. Integrated financial planning and strategic
consulting are at the core of applying a fiduciary standard of care with each of our
clients.

Using a consultative approach, we become the fiduciary strategic advisor who bridges
the gaps in an individual and business owner’s plan by uniting the different silos in
our lives such as our CPA, attorney, banker, insurance and investment professionals,
TPAs, record keepers, and benefit brokers.

Unfortunately, we do not learn in school or even through life how to manage our
financial lives or businesses. We are just expected to know how it all works. Well we
need help. We become a collaborative quarterback advisor for you who oversees your
entire financial life (investments, insurance, debt, goals, dreams, etc.) Helping you
achieve your purpose and vision in life is important to us.

We bring to the business community investment consulting practices for your retirement
plans, striving to bring a higher level of service for comprehensive retirement
outcomes for participants, Department of Labor compliance education as well as key
executive benefit packages. We also assist with transitioning the business, business
valuations, managing your income and hard earned retirement dollars and leaving a
legacy to those who are most important to you.

Rebecca was raised in Oklahoma, has 3 children and many wonderful
grandchildren. She is active in her local church as well as many local and national
professional organizations. She loves spending time with her family and friends,
traveling and sports. Her true passion is connecting and serving others to help bring
them more joy in their lives.

I am looking forward to meeting you and I pray that God blesses your day and life!


 

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