Meet Our Team
Investment Adviser Representative/Corporate Chaplain, firstname.lastname@example.org
Eric is a graduate of Piedmont Baptist College with a bachelor degree in Biblical Studies, and a graduate of Liberty University with a Masters in Management and Leadership. He is a licensed insurance agent and holds his Series 65. Prior to joining Semmax, Eric’s professional career included banking and management.
In addition, Eric serves as Corporate Chaplain, providing spiritual leadership and guidance to staff, families, and others as needed. His faith, leadership and general compassion for people exude themselves in all he does.
Eric resides in Kernersville NC, and enjoys spending time with his four children, playing tennis and golf, and serving in his local church Youth group.
Investment Adviser Representative, email@example.com
Joe Berry joined the Semmax team after an 18 year career in Management with a Fortune 500 company. Throughout his career, Joe has been involved in real estate, sales, insurance, training and management but has always had a real desire to be involved with others and help to make a difference for them. Joe is a licensed insurance agent in both property/casualty and life and also holds his Series 65. Joe recently completed the Series 3 license as a Commodity Trading Advisor and is also currently enrolled in the American College of Financial Services studying for the RICP- Retirement Income Certified Professional designation and the ChFC- Chartered Financial Consultant designation.
Joe is a native of Florida but considers North Carolina ‘home’. Joe and his wife of over 15 years, Stacey, live in Winston Salem with their son Charlie and daughter Lauren. When not working Joe loves most of all to spend quality time with his family and to be outdoors in nature whether hiking, biking or traveling from the mountains to the beach.
Investment Advisor Representative, firstname.lastname@example.org
Travis recently joined Semmax Financial Group from BB&T Scott & Stringfellow where he has provided investment advice for many years. He is a licensed insurance agent and holds his Series 65. Travis studied Business Administration and Economics at Greensboro College where he was a member of the golf team. In 2004 he garnered Ping Collegiate All-American honors. He currently holds the course record at Meadowlands Golf Club (63) which was later tied by Masters Champion Bubba Watson. He and his wife, Jessica, have been married since 2006 and have two children, Brayden and Hannah. They are active members of Triad Baptist Church. In his spare time Travis enjoys coaching his son’s baseball team, playing golf and fishing.
Investment Advisor Representative, email@example.com
Matt joined the Semmax team in January of 2017, and serves in our office as our team’s newest Servicing Advisor. He is a graduate of UNC Greensboro with a Bachelor’s degree in Kinesiology. He holds the Series 65 license. In his free time, Matt enjoys spending time with his wife Kristen, hiking and camping with their two dogs, running, playing guitar and working on vintage motorcycles.
Robin Tyner has been with Semmax Financial since its inception, serving first as Jay’s wife, then as a Consultant. Robin graduated from Tennessee Temple. She brings 8 years of experience in the Sales and Marketing industries. Robin plays a key role in the day-to-day operations of Semmax and its three companies. Robin is involved in all aspects of the company’s operation and fully understands what is necessary to ensure the promotion of Semmax to each client and the community. She has a heart for people and truly cares about their best interest. She takes a proactive role in developing and strengthening relationships with those we serve.
Robin dedicated 18 years to homeschooling her three children, after which she began assisting with her husband’s dream of building a company that has the best interest in mind of those close to retirement; a company they could trust. While she has suffered with lymes disease for 14 years, God has blessed her with the opportunity to serve others.
Director of Operations, firstname.lastname@example.org
Jonathan Short joined the Semmax team after having worked in banking and, most recently, the insurance industry as both an Insurance Agent and a Claims Adjuster. Over the course of the past 8 years of his career, Jonathan has enjoyed being able to work with many different people to make a positive difference for them and help them achieve their financial goals. Jonathan is a licensed Life Insurance agent and holds his Series 65.
Jonathan lives in Winston Salem and in his free time likes to spend time with his wife, Anna, as well as play piano and guitar, visit Revolutionary and Civil War sites, and serve in his local church.
Operations Specialist, email@example.com
Nathan joined Semmax near the close of 2015 in our operations department. With experience as an administrative assistant, he brings a valuable skill set to the processing team and is well versed in all areas of the office. He enjoys interacting with clients and is currently working toward his Bachelors of Arts in Business Administration. In his free time, Nathan enjoys playing music or spending time outside playing sports, hiking, cycling, swimming or just about any other outdoor activity. He also values spending quality time with his family and friends.
Operations Specialist, firstname.lastname@example.org
Katlyn joined our team during summer of 2017. She is originally from the Triad, and has recently returned to the area after graduating from East Carolina University with a Bachelor of Science in Business Administration degree in Finance. She is currently studying for the Series 65, and will utilize her continued learning to better service our clients and their needs.
Outside of work, she enjoys spending time with her friends and family. She also has a passion for animals, and has a dog and a cat that keep her busy. She likes to spend her weekends outdoors, and her two favorite hobbies are traveling and crafting.
Operations Specialist, email@example.com
Before officially joining the team in late 2017, John participated in the early growth of Semmax many years ago, serving the office in differing capacities such as marketing and media coordination. He is presently serving as an Operations Specialist, supporting our team of advisors while studying for the Series 65.
An interesting fact about John is that he once studied classical guitar under Joseph Pecoraro, a concert guitarist who teaches at the School of the Arts. Because of this training, he had the pleasure of performing for various company events over the years. Above all, John loves spending time with his family and friends. He also has a passion for motorcycles and outdoor activities.
Client Care Specialist, firstname.lastname@example.org
Mary Jane joined the Semmax team in early 2018. Originally from Michigan, she moved here with her husband and two children in 2006 to escape the long, cold winters. A graduate of The University of Michigan-Dearborn with an Economics degree, she has worked in the insurance industry for more than 20 years. Mary Jane enjoys spending time with family and friends, traveling and baking.
Client Care Specialist, email@example.com
Kristy joined the Semmax team in the fall of 2017 and works in a variety of roles as she supports our client care, marketing, and operations teams. She holds a B.S. degree in Public Relations from Central Michigan University and has already crossed paths with a few “Chippewas” since moving to NC. Kristy’s hometown roots are in Michigan, and although she misses her family and friends, she does not miss the cold, long winters of the mid-west. In her spare time she enjoys reading, adding records to her vinyl collection, horseback riding, traveling, and volunteering at her church. She and her cat Sutton are looking forward to having family and friends visit her new home here in NC.
Marketing Coordinator, firstname.lastname@example.org
Kathleen joined the Semmax team in 2015 soon after graduating from Salem College, where she earned a Bachelor of Arts Business Administration degree with a concentration in Marketing. Working mostly behind the scenes in our office, you will most likely meet her at one of our social events or educational workshops. She plays an integral role in coordinating events for Semmax, and enjoys getting to know both new and familiar faces when she has the opportunity to. In her free time, Kathleen enjoys spending time with her husband and exploring new places around town with their two dogs.
Events Coordinator, email@example.com
Katie is originally from California and has lived in 5 other states before moving to North Carolina in the summer of 2016. She graduated from Purdue University with a Bachelor of Arts in Media and Public Communication. She has a background in event planning and loves organizing both fun and educational events for our clients. In her free time, Katie enjoys reading, going to the beach, and spending time with friends and family.
Susie Romanowski, EA
IRS Authorized Tax Professional
Susie’s career in accounting and income tax preparation began in the 90’s when she worked as an Office Manager, Accountant, & Bookkeeper. Since then she has been dedicated to gaining experience and educating herself by obtaining an AAS degree in accounting and an IRS authorized tax preparer certificate. Susie even went so far as to become certified as an Enrolled Agent (EA), and is now recognized by the IRS as a tax expert. To maintain her status, Susie spends much of her time in continuing education classes to keep up with new tax laws and changes. She enjoys meeting new people and making a difference by helping others. Each year Susie volunteers through AARP as a tax advisor in their Senior Income Tax group.