About Us
Andrés M. Romero, ChFC, CFP®
CEO & Financial Coach
A financial and dental practice coach with more than two decades of experience focused on helping dentists, Andrés M. Romero, ChFC, CFP®, has developed strategies, time-saving programs, and cultivated a network of professionals in every area of owning and managing a dental practice, which he leverages for his clients. It’s the combination of financial planning and business coaching that sets Andrés apart and makes his advice and connections so valuable. His approach is not solely about investments; it involves looking at the whole picture of the dentists he serves and offering practical solutions that seek to improve the efficiency and profitability of their practices, saving them time and money.
Maggie Kenyon, FPQP®
Client Care Advocate
Marguerite “Maggie” Kenyon joined the E2E Financial team in February 2023 and serves as the firm’s client care advocate. She brings an interesting and diverse skill set to her position, including working as an educator and compliance manager.
Marlaina Voelker
Marketing Specialist
Marlaina Voelker is E2E Financial’s marketing and communications specialist. She joined the firm in September 2024, taking over the marketing reins as long-time E2E team member Theresa Bell embarked on retirement and her next chapter.
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We Support the GDA
CONTACT
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We Support the GDA
