Andrés M. Romero, ChFC, CFP®
In real estate, it may be location, location, location, but for Andrés M. Romero, ChFC, CFP®, it’s relationship, relationship, relationship. A financial and dental practice coach with more than two decades of experience focused on helping dentists, Andrés 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.
Client Care Advocate
Olivia Welch is the cheerful voice that greets you when you call E2E Financial. Olivia has been with the practice since April 2017 and serves as Client Care Advocate. A former kindergarten teacher, she is friendly and patient and loves helping clients receive the best experience possible. Besides serving as the liaison between clients and financial coach Andrés Romero, Oliva handles paperwork, answers client questions and manages the day-to-day office operations and the internal team meetings. Fairly technically savvy, she also assists with IT tasks and regularly helps clients with set up on the Zoom platform for monthly client coaching calls. Olivia excels in fostering great relationships with E2E clients and keeps them well informed and organized.
Theresa Donohue has worked with E2E Financial since its inception in 2015. She has held several administrative and customer service roles with the company and now oversees the design and production of educational materials to help E2E clients succeed. She manages the E2E social media platforms, including Twitter, YouTube, and Facebook and organizes educational webinars for E2E clientele. The E2E Financial logo featuring a Jack Russell terrier with bow-tie is her illustration.