Main Street Financial Life Advisors, LLC

Matthew Kulpa is a financial advisor at CWM, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CWM since 2021. Prior to that, he has been involved with Main Street Investment Advisors and is a principal at Roman & Kulpa, an accounting firm where he prepares individual, corporate, and fiduciary tax returns. Kulpa also serves as Treasurer on the Board of Trustees for the Roman Catholic High School Alumni Association. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Elizabeth Gaasbeck is a financial advisor with Main Street Financial Life Advisors, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Armanino LLP and Gross, Mendelsohn & Associates, P.A. In addition to her advisory work, she serves as Director of Tax at Roman & Kulpa, LLC, a CPA firm. Main Street Financial Life Advisors, LLC provides investment management and reporting services to individuals, business entities, trusts, estates, and charitable organizations. The firm integrates tax preparation, accounting consulting, and insurance advisory services through affiliated entities and employs a client-focused investment process that includes ongoing monitoring and use of various portfolio management tools.

James Roman Jr. is a financial advisor with Main Street Financial Life Advisors, LLC, holding a PFS™ designation and Series 63 and 65 licenses. He has 24 years of industry experience and has worked at Main Street Financial Life Advisors since 1999. In addition to his advisory role, he is a principal at Roman & Kulpa, LLC, a certified public accounting firm, and serves as a part-time adjunct instructor at Temple University's Fox School of Business. Main Street Financial Life Advisors, LLC serves individuals, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary investment management alongside tax preparation, accounting consulting, and insurance advisory services through affiliated entities. The firm’s investment process includes financial planning, diversified asset allocation, ongoing monitoring, and reporting using platforms such as eMoney and Orion Communities.