Experience

Joe earned his Bachelor's degree in Economics from the University of Albany in 1991 and has been in the financial services industry ever since. Joe, a Wealth Advisor for the Mountain City Financial Group at UBS Financial Services, concentrates on servicing the needs of High Net Worth and Ultra High Net Worth clients. With nearly three decades of experience, Joe believes that creating and implementing a financial plan is the foundation for success with his new relationships. He works with clients to solve complex needs in relation to education planning, retirement planning, long term care planning, estate planning strategies, philanthropic strategies, and all areas of investments. Joe helps his clients manage both sides of the balance sheet as it relates to their assets and liabilities while focusing on being as tax efficient as possible.

He is FINRA registered and holds the series 7, 63, 65, and 31. Joe holds licenses for long term care insurance, life insurance, and annuities.

Joe is an avid cyclist and lives on Signal Mountain with his wife, Lisa. They have two daughters, Stephanie and Brooke.

CA Insurance License #0G83371

Joel earned his Bachelor's degree in Finance from the University of South Carolina in 1974. Since 1979, Joel has worked at both regional and national brokerage firms, which included 8 years at a trust division at a regional bank. Joel graduated from the Southern Trust School in 1998. Joel has four decades of investment experience and leverages his expertise to help clients with financial planning, investments, estate planning strategies and insurance products. 

He is FINRA registered and holds the series 7, 63, 65, 31, and 15. Joel holds licenses for long term care insurance, life insurance, and annuities.    

Joel enjoys playing golf and lives in Council Fire with his wife, Leigh Anna.

CA Insurance License # 0G83360

Peter brings over 20 years of financial service experience to our team with previous roles in the qualified retirement plan sales and consulting market. Peter’s vast knowledge of the retirement planning and financial  markets, combined with his strong interpersonal skills, are traits that lend well to his role with the team.    Peter works closely with Joe and Joel in supporting our overall client experience, to include review meetings, retirement planning and investment solution implementation.

Personally, Peter lives on Signal Mountain with his wife, Natalie, and their two daughters, Millie and Ada.  He’s a volunteer coach with a local athletic program and member of St. Paul’s Episcopal Church.  In his free time, he enjoys upland bird and waterfowl hunting, fishing, hiking, trail running, gardening, and celebrating all things outdoors with his family and Labrador Retriever.

Darlene started her career with A.G. Edwards in 1995 and joined UBS in January 2009 when she moved over to UBS with Joe Romanchik. "I love working with our clients and look forward to helping you in any way that I can."

Darlene is FINRA registered and holds the series 7, 63, and 65. She holds licenses for long term care insurance and life insurance.

Darlene enjoys watching her daughter play softball and playing with her grandchildren. She lives in Dunlap with her husband, Wally. They have three children.

Jennifer studied Business Management at the University of Tennessee. Jennifer has worked in the Retirement Service/Employee Benefit industry since 1990. She joined the Mountain City Financial Group at UBS in July 2012.

Jennifer enjoys playing golf and hiking. She lives in East Brainerd.

Becky graduated from Auburn University with a Bachelor's degree in Secondary Education/Chemistry in 2004. She started her career at UBS in 2008, working as a Client Service Associate, Branch Office Administrator, and most recently as an Administrative Manager based in Chattanooga supporting the five UBS offices in East Tennessee. Finding creative solutions to meet our client's needs is what she enjoys most about her job.   

Becky is FINRA registered and holds the Series 7 & 66 securities licenses and the Series 9 & 10 supervisory licenses. She also holds licenses for life insurance and annuities.

Becky resides in Soddy Daisy with her husband, Scott and their daughter. When she is not in the office, she enjoys working out, cooking and traveling to new places to either scuba dive or snow ski.