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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Contact Info

Jim Baadshaug
549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558

Arturo Burgueno
18756 Stone Oak Pkwy #200
San Antonio, TX 78258
Office: (210) 998-5560

Randy Deaton
119 S. Sherrin Ave. #110
Louisville, KY 40207
Office: (502) 897-0021

Bill Romeo, CFP®
2544A Plantation Center Drive
Matthews, NC 28105
Office: (704) 708-5001

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Plan First, Invest Second is a registered trademark of USA Financial Marketing.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners and Everest Financial Network are not affiliated with USA Financial Securities.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are authorized to transact securities related business and investment advisory services only in states where they are properly registered.

For investment products and services these states include:
Arturo - TN;TX
Bill - CA;NC;NJ;SC
Jim - NJ;SC;UT;VT
Randy - CO;IN;KY;MI;SC;TX

For investment advisory services these states include:
Arturo - TX
Bill - CA;MA;NC;NJ;SC
Jim - DE;FL;NJ;PA
Randy - KY;OH;SC;TX;WI

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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