ETF Portfolio Partners, Inc.

Courtney Hicks is a financial advisor at ETF Portfolio Partners, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, she held roles at Creative Planning, LLC and UMB Bank. Outside of finance, she works as a Technical Assistant for Marsec Training Inc., providing online maritime security certifications. ETF Portfolio Partners offers discretionary portfolio management primarily through globally diversified, balanced ETF model portfolios tailored to individual clients, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio rebalancing, and detailed client communication.

Nicholas Romey is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He has been with ETF Portfolio Partners, Inc. since 2019 and previously worked at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management primarily through globally diversified ETF model portfolios for individuals, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation, regular portfolio monitoring, and uses an institutional platform with a major custodian.

William Romey is a financial advisor at ETF Portfolio Partners, Inc. with four years of industry experience. He holds a Series 65 designation and has been with ETF Portfolio Partners since 2017. Prior to his advisory role, he was a student at the University of Kansas. ETF Portfolio Partners provides discretionary portfolio management for individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm focuses on globally diversified, balanced ETF portfolios tailored to client goals and risk tolerance, utilizing a strategic asset allocation approach with regular portfolio monitoring and client communication.

Richard Romey is a financial advisor at ETF Portfolio Partners, Inc. in Leawood, KS, holding Series 63 and Series 65 designations with 36 years of industry experience. He has been with ETF Portfolio Partners since 2004. ETF Portfolio Partners provides discretionary portfolio management primarily using exchange-traded funds (ETFs) for individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation with globally diversified, balanced ETF portfolios that are regularly monitored and rebalanced.