Roman Keating

Case Manager

About

With years of experience spanning retail property and casualty, employee benefits, and life insurance, Roman is a seasoned Underwriter. He is passionate about guiding families through the estate planning process, meticulously navigating new cases to achieve optimal plan design, pricing, and structure. Roman holds a Bachelor of Arts degree from Lake Forest College and is licensed in Illinois for Life & Health and Property & Casualty. Outside of work, he enjoys hiking, camping, fishing, and traveling. Additionally, Roman coaches his nephew's little league team.

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Employee Benefits Retirement Compensation Design Employee Communications

Financial Planning & Wealth Management Advanced Estate Planning Strategies

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. LoVasco Consulting Group is independently owned and operated. LoVasco Consulting Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance businessin limited states. Response to, or contact with, residents of other states will only be made upon compliance withapplicable licensing and registration requirements. The information in this website is for U.S. residents only and doesnot constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0I92441

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