Personable
Roni is an approachable "Midwest Girl" and no-nonsense advisor who is known for breaking down complex concepts into simpler, relatable terms. The point is to help clients make sound decisions around real-life concerns that impact the clients she’s sitting with, as well as their loved ones or employees. As her clients know, Roni doesn't take herself too seriously either: her former "high-rise" office was a tree house!