Romans Fisher Wealth Management Group
Private Wealth Financial Advisor
Wells Fargo Advisors
David Romans and Teresa Morris Fisher have been colleagues for more than 15 years, and they bring a dutiful synergy to every client meeting. With so much shared experience, David and Teresa often joke that at this point, they can read each other’s minds. Nevertheless, they’re always striving to operate on the same page in order to better serve their clients.
Additionally, Patrick Chin is the first lines of defense, proudly handling all initial client communications, transactions, and account activities.
As a team, we help ensure our interests are always properly aligned to the interests of our clients. To that extent, we maintain a focus on services and solutions, rather than selling products or stocks. Throughout the client/advisor relationship, we’ll rely on constant communication to help you understand your strategy and find the confidence you’ve been searching for.