Melissa Romano is a dynamic and dedicated paraplanner at Sentinel Asset Management, bringing a diverse background and a passion for financial planning to her role. A proud graduate of St. Francis College, Melissa earned her Bachelor’s Degree in Physical Education with a minor in Psychology, reflecting her commitment to holistic well-being and a deep understanding of individual motivation and behavior.
Gage brings over ten years of experience in financial services to his role as a trusted advisor. His commitment to servant leadership is evident in his dedication to understanding his clients’ values and empowering them to make informed financial decisions. Gage believes in building strong relationships with his clients, taking the time to truly understand their individual needs and goals. He works collaboratively with each client to develop a personalized financial plan that aligns with their values and aspirations.
“William has guided over 500 families through retirement planning, combining decades of financial expertise with a personal, client-first approach.
Robert Craft began his financial services career over 20 years ago. His career began right out of college, Gettysburg College, when he was recruited to work for the NYC based global investment management firm AllianceBernstein. At AB, Robert was fortunate to encounter and learn from numerous senior executives and investors the understanding of capital markets, investor behavioral tendencies, and detailed financial planning strategies for individuals, families, businesses and endowments.
Ann began her career in education, specializing in mathematics education. She taught middle school math, kindergarten and 4th grade. She loves working with children and helping them grow and learn. Ann was a member of the district’s math committee helping to rewrite benchmarks, standardized tests and frame curriculum. She was also co-director of summer science camps, lead teacher for the school newspaper, created and lead math clubs, and provided private math tutoring.
Melissa Romano Paraplanner 203-793-0707 phone 203-793-0705 fax Melissa@sam-ria.com Melissa Romano is a dynamic and dedicated paraplanner at Sentinel Asset Management, bringing a diverse background and a passion for financial planning to her role. A proud graduate of St. Francis College, Melissa earned her Bachelor’s Degree in Physical Education with a minor in Psychology, reflecting her commitment to holistic well-being and a deep understanding of individual motivation and behavior. With an enduring passion for fitness and an avid tennis player, Melissa understands the value of dedication, strategy, and precision—qualities that she seamlessly transfers into her professional life. Her career has spanned various roles, from shaping young minds as a teacher to navigating the complexities of the finance industry. In her prior role in the finance industry, Melissa excelled in serving a distinctive clientele, with a primary focus on military personnel. This experience was instrumental in sharpening her abilities in client service and financial administration, skills she now brings to her position at Sentinel Asset Management. Melissa’s expertise is further underpinned by her qualifications as a holder of the CT Producers Life and Health License and as a certified Notary Public. These certifications demonstrate her commitment to continuous learning and her ability to provide a wide range of services to the firms clients. Originally from Brooklyn, NY, Melissa moved to Connecticut in 2006 with her husband, embracing the community and opportunities it offers. Her journey from New York to Connecticut has been filled with growth, learning, and an unwavering commitment to achieving excellence in her field. At Sentinel Asset Management, Melissa is excited to contribute her unique blend of educational background and professional experience. She is dedicated to supporting the firm’s mission of delivering comprehensive and personalized financial planning services, ensuring that every client is well-equipped to navigate their financial future with confidence and clarity.
