Meet the Team

Tim comes from a line of Equitable advisors as a third-generation member of Equitable. In 1995, after 6 years in banking with final positions as Branch Manager and Investment Specialist, he joined his father as a Financial Advisor in Stevens Point under the DBA of Roman, Roman & Associates. Tim’s focus is to develop financial “solutions” that bring clarity, freedom, and the confidence clients seek when it comes to their financial security.

Roman, Roman & Associates has been located in Stevens Point, WI. Whether it is developing a financial strategy, creating a customized executive benefits program for your business, or representing your companies’ retirement plan, our mission is simple: to provide forward-thinking and cost‑effective financial strategies to our valued individual clients and businesses.

The keys to our success are our professional excellence and integrity, constant pursuit of open communication, and an in-depth understanding of each of our client’s unique financial needs.

Tim specializes in partnering with successful individuals, families, and businesses to build and arrange financial security.

In 2026, Tim formally teamed as a Senior Partner with the select group of proven, experienced advisors at AFG Wealth Management This venture combines strengths, increased capacity and allows for future continuity.

Tim graduated from UW-Madison with a bachelor’s degree in Math and Economics. Tim is a Hall of Fame Advisor for Equitable, is licensed in several states and holds FINRA Series 7, 63, 65, and 24 registrations, as well as Life, Accident, and Health Insurance licenses. He holds the ChFC and CLU designations from the American College.

He was a Badger/Division I baseball player, inducted into the SPASH Hall of Fame in 2014, coached youth baseball for 7 years, and in 1989 coached an undefeated high school baseball team to the State Championship. Tim and his wife reside on the Portage/Wood County line and have three grown children. Tim enjoys spending his free time with family and friends, golfing in spring and summer, and watching our Wisconsin sports teams.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Andrew (AJ) joined Equitable Advisors in 2023 as a Financial Professional. After working a few years in their Milwaukee office, he moved back to his hometown Stevens Point in 2026 joining Roman, Roman and Associates. AJ works as a holistic financial professional educating people and businesses, while providing customized financial strategies to help them achieve their financial goals.

AJ graduated from University of Wisconsin - Eau Claire with a double major in finance and economics, while also playing football for the university. AJ grew up in the Stevens Point area and had a front row seat to the financial industry as his father worked 20 plus years in banking/finance. This helped him gain an appreciation for the importance and value a good financial plan brings to someone’s life. In his free time, AJ enjoys outdoor activities such as fishing, hunting, and golf, and helps coach high school football. AJ aims to utilize the unique skills and knowledge he has learned to help as many people or businesses as possible.

AJ holds his FINRA series 7 and 66 registrations, and WI Accident & Health, Life and Variable licenses. He is already licensed and helps clients in multiple different states in his young career.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. © 2020 Equitable Holdings, Inc. All rights reserved.

Carolynn Saris, Stevens Point Office Manager, has 25 years of administrative experience along with 16 years Human Resources experience. She holds a Business Administration and Human Resources degree and received a certificate of achievement and employee recognition with previous employers. Carolynn previously worked for a local engineering firm, medical hospitals, and a disaster relief foundation prior to starting with Roman, Roman & Associates in July 2022. She also previously held government security clearance.

Carolynn is an honest leader and team player, committed to helping people and growing with the business. In her spare time, Carolynn enjoys spending time with her family, gardening, bicycling, fishing, and vacationing in the Michigan Boundary Waters and overseas.

Carolynn Saris offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Contact

DID: 715-342-3209

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Copyright 2026 FMG Suite.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. © 2020 Equitable Holdings, Inc. All rights reserved.

Cassandra joined the Roman, Roman, and Associates Team in June 2023. She previously worked over 10 years at her family’s smalltown bank and worked locally in hospitality/service while attending college at UWSP. She moved to Stevens Point in 2010 and has loved the community ever since!

Outside of work, Cassandra enjoys traveling abroad annually with her husband, and singing karaoke.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. © 2020 Equitable Holdings, Inc. All rights reserved.

Kathleen (Kathy) Schilling is an experienced administrative professional with a diverse career spanning multiple industries. She began her career with Equitable Life Assurance Society of America in Cleveland, Ohio. As her husband's career led their family to several states, Kathy embraced new opportunities, serving in administrative roles with Leviton Manufacturing in Illinois, Basic American Foods in Plover, a specialized physical therapy clinic, and a psychology practice before joining Roman, Roman & Associates in 2016. Throughout her career, Kathy has built a reputation for exceptional organization, attention to detail, and dedicated client service.

Kathy and her husband raised four children. Outside the office, she enjoys spending time with her family, volunteering in her community, gardening, and sewing.

Kathy provides administrative support to the firm's registered representative and is not licensed to offer securities, investment advisory services, or insurance in any state.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. © 2020 Equitable Holdings, Inc. All rights reserved.