Professionals Ready to Help

Our Team

service with a smile

Meet Our People

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.

Helping Clients Financially Everyday

The Advisors

Lance J. Johnson

CEO | Investment Advisor Representative

Trevor Bruno

Investment Advisor Representative

Carlos Donat

Financial Analyst

Our Employees are Happy To Help

The Heart of Our Team

Michele Johnson

Marketing Manager

Mathieu Garcia

Financial Analyst

Johnathan Guisinger

Financial Analyst

Nicole Walter

Client Service Specialist

Kara Bekooy

Client Service Specialist

be part of our success. join Our Team today.

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