Broker Check

Our Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet the Team

Paul Romo, CFP® FSCP®


(855) 728-7285 ext. 2

Before my life as a financial planner, I was in full-time ministry encouraging college students to grow in their personal faith at a pivotal time in their lives.  I also worked as a junior high math teacher in an underserved community.  I have always been drawn to jobs that are about helping people become their best version of themselves.  I still see myself as a teacher, just with a different audience.  

I now share my life with my beautiful wife Christie and we are raising three phenomenal children.  We have planted roots in Davis, CA.  My favorite thing in the world is laughing and making others laugh, especially when its my kids.  Some of the ways I recharge my batteries are riding my mountain bike, rock climbing, running and skiing. I  have a blast coaching youth sports. I am actively involved in serving others at our local church and in the local Chamber of Commerce.

Thomas May, CLTC®


(855) 728-7285 ext. 7

Educating and helping people attain a positive present and future financial well-being has been the cornerstone of Thomas May’s career. He joined Impact Financial Advisors in 2019 to be a part of a Team passionate about guiding their busy clients through financial decisions to make positive and impactful decisions.

With fee-based financial planning, insurance products, and investment management, he goes above and beyond his clients basic needs to create a holistic financial plan.

Thomas holds his Series 7, 66, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients. In addition, Thomas is a CLTC® designee which helps him add valuable insight on how to properly prepare for a family members care needs later in life.

Thomas is a Northern California native with roots in the Midwest. Thomas is engaged to his high school sweetheart and they are planning a wedding in 2022. He has a competitive spirit and a love for automotive racing of all kinds. While supporting his brother in the US Army, Thomas also regularly supports the Wounded Warrior Project by giving back to and supporting injured service members.

Brent Herrera


(855) 728-7285 ext. 8

Before his life as a financial planner, Brent spent 5 years obtaining his Bachelor of Science degree in Finance and Minor in Economics from the University of Nevada, Reno. He worked at a local pizza restaurant and held roles as a bartender and assistant manager. Due to his experiences as a being people facing, he prides himself in knowing his clients on a personal level and aims to be a lifelong resource for his clients.

Brent now shares his life with his beautiful wife Morgan and they are raising an exotic bully dog named Gatsby. They are currently planting roots in Concord, CA. Some of the ways he recharges his batteries are playing adult softball, playing golf, lifting weights, and hiking. He is actively involved in serving others at the Dublin Chamber of Commerce and serves as a director on the board of directors.

Brent has always been drawn to leadership roles within organizations he joined, as he found it important to create change and growth for members within. He still sees himself as a leader, just now within his community.

Brent holds his Series 7, 63, 65, and Life and Health licenses, which enable him to deliver an abundance of solutions and create tailored financial strategies for his clients.


Shawna Judkins

Client Services Manager

(855) 728-7285 ext. 3

Shawna has been working with Paul Romo and the Impact Financial Advisors team since February 2012. As our client services manager, she manages the day-to-day operations and compliance procedures of our office all while striving to make sure our clients leave every appointment and engagement feeling the time was meaningful and well spent.

Prior to working with Impact Financial Advisors, Shawna spent 12 years managing a woman’s apparel store. Shawna has brought her management and customer service skills to her position at Impact Financials Advisors which has been necessary and beneficial in meeting the needs of our growing business. Since joining the Impact Financial Advisors team, Shawna has obtained a California Insurance License in the areas of life, health, and disability. She is also a licensed notary.

Shawna can often be found volunteering with the Davis Chamber of Commerce on the ambassador committee, volunteering where needed at her church, or spending time in her garden and with her dog Evian and rabbits Ginger and Poppyseed.

About 5 years ago Shawna discovered an enjoyment for gardening and can often be found in her yard. Since she considers herself a novice, she was excited to have her yard feature in the Water-Wise Woodland Landscape Tour for 2021.