Learn more about our amazing team of professionals and see what makes ROI Financial different. We are all here to help guide you in the best direction.

Lance J. Johnson

CEO | Investment Advisor Representative

Michele Johnson

Marketing Manager

Olivia Ulberg

Client Service Specialist

Oto Maxwell

Financial Analyst | Investment Advisor Representative

Eric Ritchie

Financial Analyst | Investment Advisor Representative

Trevor Bruno

Financial Analyst | Investment Advisor Representative

Cathy Wu

Client Service Manager

Carlos Donat Arjona

Client Service Specialist

Carl Proepper

Financial Analyst | Investment Advisor Representative

Megan Bugbee

Client Service Specialist