Judy Roman is an Administrative Associate with more than 20 years of industry experience. She strives to provide exceptional client service to the financial planners and advisors and the clients she serves.
The clients and the team at Sheridan Road that depend on Judy appreciate her sharp attention to detail and her remarkable efficiency with leading the new client onboarding processes and monitoring of client accounts. Her commitment to providing excellent service, paired with her strong understanding of client needs and depth of knowledge, result in a first-class client experience.
Judy enjoys spending time with her family and traveling. She also understands the importance of giving back to her community, and she is a supporter of the local food bank to aid in feeding of deserving families.
847-205-9073 ext. 1036