Matt Romeo, CFP®

Operations Director 

As Operations Director, Matt focuses his efforts on improving internal processes and procedures and compliance. He leverages his passion for technology to implement systems that streamline workflow and enhance the client experience. He rejoined the firm in his new role in 2018 and is happy to be back home.

Matt has a diverse background in the financial services industry: he worked in operations for an investment management firm in Durham, NC, served as an Associate Wealth Advisor at SBK Financial, and most recently worked as a lead advisor at Atlas Financial. He is a CERTIFIED FINANCIAL PLANNER professional and holds a BS in Business from Virginia Tech with a concentration in financial planning. He is also a member of FPA, NAPFA, and the NeXt Estate Planning Group.

Outside of the office, you’ll find Matt indulging in the Richmond food scene or at a live concert. He is a proud resident of the Maymont neighborhood and can be found hiking the North Bank Trail or strolling through the Japanese Gardens.