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Our Team

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

Meet the Team

Paul Romo


(855) 728-7285

Previous Careers: College campus minister (UC Berekely) and Jr. High Math Teacher (Rialto, CA)

What did I love about it? Making complex ideas simple; illuminating the "AHA" moment; helping others find confidence in their path.  

Financial Advising:   I still see my role as that of a teacher, mentor, guide, coach, or counselor.  I've been at it since 2006 and my favorite part is getting to interview my clients and learn about their past and plan their future. 

Personal Life: I have three kids who challenge and amaze me.  We've been in Davis since 2010 and I like the small-town community.  You're bound to run into a friend at the hardware store, farmer's market, pub, or out to dinner.  

Giving back: I serve as a Board Member with the Davis Chamber of Commerce.  I coach baseball and basketball, and ref soccer.  

Favorite Charity: International Justice Mission.  They liberate, advocate, adjudicate, educate and empower people around the world trapped in human trafficking and slavery.  

Recharging: skiing, scuba diving, mountain biking, hiking, gym, or any adventure I can find.  Currently finishing Breaking Bad.   

Favorite Muppet: Fozzie Bear.  I love to make others laugh, especially my kids.  I've always appreciated stand-up comedians, their outside-of-the-box outlook on life, the risks they take, and the work they put into perfecting their craft.  Wakka, wakka, wakka! 

Shawna Judkins

Client Services Manager

(530) 746-0337

Previous Careers: Retail Manager at a women’s apparel store.

What did I love about it? Management and customer service skills.    

Financial Advising: I warmly welcome clients and make certain they leave their engagement feeling the time was meaningful and well-spent.  In my operational role I make sure the day-to-day operations are running smoothly.  I manage our group health insurance clients as a licensed Life, Health, and Disability agent.  I am also a licensed Notary Public. 

Personal Life: My little ones are a German Shephard named Evian and my rabbits are Ginger and Poppyseed.  Paul is amazed Evian hasn’t eaten the rabbits. 

Giving back: I volunteer as an Ambassador with the Davis Chamber of Commerce.  I serve with my church kid’s program and sing and play piano on the worship team. 

Favorite Charity: Mary Kay Ash Foundation

Recharging: Gardening. Even though I consider myself a novice my yard was featured in the Water-Wise Woodland Landscape Tour in 2021. 

Favorite Muppet: Miss Piggy.  I love her sass and she doesn’t put up with any nonsense.