Broker Check


Bill Romeo, CFP®

Certified Financial Plannerâ„¢



Bill Romeo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and the owner of the Matthews office of Everest
Retirement Planners. He has been in the financial services industry since 2006 and obtained the CFP® certification from The American College of Financial Services in 2014. He has acquired FINRA securities licenses Series 6, 63 and 65, where he is registered to do business in North Carolina, South Carolina, , California, Georgia, Massachusetts, Missouri, New Jersey, and Tennessee. Bill is also licensed in those same states to offer clients life and long-term care insurance. He has a Master of Science degree from the New Jersey Institute of Technology and a Bachelor of Science degree from Rutgers University, Cook College.

Bill has a passion for teaching and enjoys helping others learn how to retire with financial security and avoid the pitfalls of getting it wrong. He prides himself to be able to take difficult, confusing topics and distill them into a language his clients can easily understand. As a fiduciary, he always puts his clients interests first and believes strongly in their company motto, "Plan First, Invest Second™."

Bill has been married to Maria for over 25 years and they both have two grown boys. When not working, he enjoys working in the yard, sitting around the fire pit with friends, and exploring the great outdoors.

He is a longtime active member of F3 (Fitness, Fellowship and Faith). F3 is a national network of free, peer-led workouts for men whose mission is to plant, grow and serve these small workout groups for the invigoration of male community leadership.

Maria Romeo

Office Manager & Medicare Specialist



Maria is the Office Manager of the Matthews office. Married to Bill, she has been at his side, assisting since the inception of their practice in 2006. She oversees the successful operations of the office and is intimately involved in client onboarding, coordinating all appointments, client communications, and plans all client event experiences.

She holds a Life & Health Insurance license and specializes in Medicare Supplement Insurance. Maria also helps to simplify the Medicare sign-up process by educating individuals on Medicare Supplement Plans available to them in North and South Carolina.  

Maria is a North Carolina Notary Public through the Department of the Secretary of State. 

Additionally, she has over 20 years of gerontology experience. She assists families with caregiving plans, sharing her knowledge of the senior care industry and locally available  caregiving resources.

Originally from New Jersey, Maria has been a Charlotte resident since 1996. When not working, she spends time with their crazy cat Meatball, enjoys yoga, entertaining friends, exploring the great outdoors with Bill, and traveling to spend time with their grown children Billy and Brandon.

Emma Conder

First Impressions Coordinator



Emma is the newest member of our team and most likely the first person to greet you on the phone or in the office. She has taken on the role of Administrative Assistant in the Office and supports Maria and Bill daily. She is a vital part in maintaining client relationships and keeping a healthy workflow in the office. 

Outside of Everest, Emma is the Music Minister for her church, St. Francis UMC. There, she works with parishioners ages 4-85 across 5 different ensembles to provide music to her church congregation. 

When not working, Emma enjoys spending time with her cat, Rea, her mom and brother, and exploring the outdoors with her friends. One of her favorite pass times is completing jigsaw puzzles, while listening to her favorite artists or watching her favorite shows. 

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