Steve Romano

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 to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction […]

Ryan J. Bubela

Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University. Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice. He […]

Kent Boatwright

Kent graduated from the University of Texas at San Antonio in December 2012 with a BBA in Finance. He started his career in the Property and Casualty Insurance Industry working as a broker/underwriter. After five years in the field he took the opportunity to pursue a career in the Financial Services industry. One of his […]

Robert Bruns

Robert grew up in the Houston area where he spent much of his youth working on his Grandparent’s farm, developing a strong work ethic and love of the outdoors. Robert graduated from Sam Houston State University in Huntsville, Texas with a BBA/Finance degree. Following graduation, he worked in the oil & gas industry for two […]