Bill C. Romine, MBA
A lifelong resident of Southwest Missouri, Bill attended Drury University where he received his bachelors of science in business administration degree, as well as his MBA.
Bill continued his financial training through Boston University, and practices lifetime learning to continually update his knowledge in the financial field.
With many years working in operations and financial management, Bill uses his familiarity with closely held businesses to focus his efforts on helping business owners and executives develop strategies for wealth accumulation, asset preservation, and business continuity. He works closely with elite CPAs and attorneys, as well as their high net worth clientele, to develop and implement their strategic vision.
Bill is active in numerous private and civic organizations. He, his wife, and children reside just outside of Springfield, Missouri although he is also licensed in Arizona and some other states.
Michelle Moses, CFP
Michelle Moses, CFP® is a fee-based, independent financial advisor that focuses on pension plans and alternative investments. Based in Phoenix, AZ, she provides investment management and advice to clients. She started her firm in 2014 so she could give unbiased and honest advice without them feeling sold to.
Michelle is a graduate of Miami University in Oxford, OH, holds the CERTIFIED FINANCIAL PLANNER™ certification, and is a licensed REALTOR®. She’s originally from Kansas City, Missouri and loves her Chiefs.