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Our Team

Our team of credentialed financial professionals has the knowledge and experience to help you reach your short- and long-term wealth goals. We are committed to delivering outstanding customer service experiences to the individuals, families and businesses we serve.

We invite you to learn more about each member of our team by exploring below.

Ruperto Roman

Investment Adviser Representative



Ruperto Roman is the founder and managing partner of Dreams to Reality Wealth Management. His primary responsibilities include developing and growing the infrastructure of his firm and supporting his clients as an independent...

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