Join your fellow NAIFA Houston members for a Membership Luncheon Meeting! Registration will include lunch and non-alcoholic beverages.

We will be joined by guest speaker, Roman Samuels, Regional Director at Russell Investments. Roman will be presenting an “Economic & Market Update”.

Roman helps financial advisors solve complex investment problems for their clients. His expertise includes knowledge of mutual funds, ETF portfolios, separately managed accounts, asset allocation models, and tax-efficient solutions.

Roman’s mission is to help financial advisors achieve their business goals and deliver exceptional value to their clients. He does this by applying his knowledge in investment analysis, portfolio construction, business development, and client relationship management. Roman collaborates with the internal consultant desk, the national sales director, and the regional teams to coordinate and execute effective sales and marketing initiatives. In addition to his passion for finance, he is also a songwriter, musician, and record producer. Roman enjoys expressing his creativity through music, and is gearing up to release his 4th studio album later this year.