Welcome to the Romans Fisher Group at J.P. Morgan, and thank you for taking the time to explore our team. We would like to take this opportunity to explain our process and how we develop long-lasting, mutually beneficial relationships with our clients. Our process is to understand each client's financial needs, allowing us to provide tailored solutions for their situation. Whether the client's goal is to build wealth or to preserve it, we have experience with both. We advise you only after getting to know you, as we believe it is essential to understand your past before planning for your future. Each member of our team comes from a unique professional background, providing a variety of perspectives when advising clients on critical decisions. We combine this knowledge with the extensive resources of J.P. Morgan to develop disciplined portfolio strategies that are designed to match our client's individual needs.