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Connie E. Roman, CPA

Controller

“We develop tax efficient strategies for wealth building, income generation and capital preservation.”

Connie Roman, C.P.A. is the firm’s controller and will handle overall responsibility for accounting, financial reporting, billing and administration. She brings over twenty years of experience in corporate accounting including engagements with Fortune 500 companies such as Olin Industries, Pall Engineering and AEGON-Transamerica. Connie has worked for regional and local firms in Dallas and Clearwater and she has extensive exposure to a wide range of corporate environments. Connie earned her Bachelor of Science in Accounting from the University of Texas in Austin.



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