President and Founder
Roman has over 15 years of experience in financial services. In 2006, he founded Franklin Financial Planning Inc. to provide holistic wealth management services to affluent individuals, as a fiduciary, on a fee-only basis. During his academic career Roman completed a Bachelor's Degree in Business Administration from Barry University, and a Masters Degree with concentrations in Finance and Management from Stetson University. Roman holds the Registered Financial Advisor (RFA) designation granted from the National Association of Financial Advisors (NAPFA) and the Registered Financial Consultant (RFC) designation granted by IARFC. He is regularly quoted in numerous financial publications sharing his thoughts on a wide array of issues.
Director of Wealth Management
Director of Compliance
After 25 years with Medtronic and its predecessor companies, as an HR Trainer, Mark transitioned into his current roll as Financial Advisor and Director of Compliance. During his academic career Mark completed Bachelor's Degrees in Economics and Management from Liberty University. He also holds the Finra Series 65 License. In his personal time Mark enjoys watching sports and spending time with his dog, Oscar.