Maria Romeo

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.