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’ 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.
Education & Certifications
California State University Hayward - B.S. Business Administration
Out of Office
When not working, Kelly may be found enjoying anything from the theater to the great outdoors, or just sipping a glass of wine and watching the San Francisco Giants play.