Kelly Roemers, Chief Financial Officer, Chief Compliance Officer

Kelly wears many hats at Statherós Financial Solutions. She may be addressing any number of operational matters associated with the firm’s delivery of a high-quality investment experience.

She also quarterbacks all internal operations related to Statherós’ clients and employees.

Since most of her responsibilities function internally, you’re not likely to see her at a client meeting. However, she is constantly working behind the scenes to ensure all of our clients get the best possible service.