Our Team

ROA2 Partners

Reva Zhao Azeez, CFBS

Managing Partner

713.402.3855

Reva Zhao Azeez came to the United States alone as a 15-year old foreign student with no English language skills. A classically trained concert pianist, she chose to pursue a career in financial services in order to touch lives beyond...

Omar Azeez, FSCP®

Managing Partner

713.402.6500

omarazeez@financialguide.com

Colleagues and friends alike describe Omar Azeez as approachable, empowering, and down to earth. The former athlete’s path to financial services was through a sports injury that took him out of commission for months. “It...

Genesis Loera, CFP®, CFBS

Financial Advisor

713.402.3852

genesisloera@financialguide.com

Genesis Loera spends much of her time counseling small business owners and other professionals on matters pertaining to personal and business finances. It’s a dream job for this dedicated Latina financial advisor, who loves working...

Audrey Johnson, CFBS

Financial Planner

audreyjohnson@financialguide.com

Raised in an entrepreneurial household, Audrey Anderson grew up witnessing both the highs and lows of running a small business. It is through these experiences she saw firsthand the challenges business owners face...

Marie Tran

Relationship Manager

marietran@financialguide.com

Marie Tran is a native Houstonian who has been serving the community in the financial services industry for over 21 years. Marie started her career from humble beginnings, as the Executive Assistant for the Managing Director of...

Sahand Elmtalab CFP® CHFC® CLU® MBA

Certified Financial Advisor

sahandelmtalab@financialguide.com

Sahand graduated from the University of Minnesota in December 2007 with a BA in Applied Economics and started a practice in the Insurance and Investment services industry. Sahand has achieved his CFP®, CLU®, ChFC®, and...

Adam Skartvedt CPFA

Retirement Plan Director

askartvedt@financialguide.com

Adam started his collegiate time at Iowa State University and finished at the University of Minnesota in 2005. He has his Series 7 and 66 FINRA registrations and a Minnesota Life, Accident, and Health Insurance license.While...

John Baker

Marketing Director

jbaker25@financialguide.com

John graduated from St. Cloud State University in 2006 with a Bachelor of Science degree in Advertising and a minor in Marketing. The previous 10 years, he has worked as a Project Manager in advertising and healthcare marketing,...

Lindsi Phillippi

Insurance Director

lphillippi@financialguide.com

Lindsi graduated from Minnesota State University, Mankato, in 2003 with a BA in Corrections. She has worked in financial services since 2004, first as an Executive Assistant, and then as a New Business Manager, where she gained...

Mitchell Wheeler

Financial Planning Director

mitchellwheeler@financialguide.com

Mitchell graduated from the Carlson School of Management at the University of Minnesota - Twin Cities in 2022 with a Bachelor of Science degree in Finance.

Ryan Peterson

Life Insurance Support Specialist

ryanpeterson@financialguide.com

Ryan graduated from St. Cloud State University in 2009 with a Bachelor of Science degree in Management. He started working in the insurance industry in 2012 and then moved into assisting clients and agents in 2018 on how life insurance...

Sara Noyes

Operations Manager

snoyes@financialguide.com

Sara began working in the financial industry in 2000 and has a strong background in brokerage operations. She joined the M&E team in May of 2015 as a financial paraplanner, and now works in investment planning. A proud veteran of...

Through our relationship with MassMutual Central U.S. we have access to the following specialists. These individuals above are not employees of ROA2 Partners, they are employees of the MassMutual Central U.S. agency.