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.
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.
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.