Our core values.
Helping you realize your potential:

Relationships
We build intentional, caring relationships with our clients and among our staff.

Excellence
We set our standards high in our services, products, and processes.

Profitability
our goal is to build a plan of mutual success. When your successes are achieved, so are ours.

Consistency
Our accountability is tied to today and tomorrow, actions and words aligned.

Growth
We strive to be better tomorrow than we are today in everything we do.

Education
We are life long learners.

Our hope is to help you dream a little — maybe a lot — and achieve the financial security that will serve you well through all stages of life. It’s our pleasure to work with you on your journey.

Meet Deb Romary
CFP, CLU, MEM, MATh

Deb is one of those rare financial consultants whose personal approach to better money management is recognized among the very best in the industry. Her approach is in touch with today’s realities, and her insight is in tune with tomorrow’s trends. She understands the complexities of finance and will help you with personalized solutions.

Andrea Tarbet
CEO

Andrea does business planning, marketing and customer service work for the clients of Romary Financial Services. As CEO at a small business, she thrives on the variety that each day brings! Andrea also enjoys volunteering with American Association of University Women and with her church, walking, as well as curling up with a good book.

Wendy Cole
Account Executive

As Account Executive, Wendy prepares the company budget and monthly financial statements. Supporting Janyce in finalizing client applications and service issues, such as transfers and withdrawals, is also part of her duties at Romary. She also assists clients with any cost basis concerns. Spending time with family, volunteering with 4-H, and taking continuing education classes are what Wendy enjoys in her spare time.

Janyce Durnell

Janyce answers the phone, greets clients when they come in and sets up client appointments. She prepares the applications, does reviews and other paperwork needed in preparation for client meetings. Janyce is the “problem solver.” She enjoys spending time outdoors kayaking and golfing.

Lou Hamm

Lou is a retired legal administrator who still loves being involved in the business world. Working part-time at Romary Financial Services, she does computer input, correspondence, file maintenance, and works on mailing projects. She is also a published author and serves as editor for Romary and many others. When not at the office, Lou keeps busy with volunteer work for several non-profit organizations.