Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Charles A. Cumber, Jr.
Financial Advisor/Investment Advisor Representative, Empowered Wealth Management
Charles has served in the financial services industry since 1995, working for many of the big names in the industry before becoming independent in 2018. It was then that he opened the doors to Empowered Wealth Management out of a desire to be able to better serve his clients by offering a broader range of options. Charles enjoys working with his client family to determine their financial concerns and help provide potential solutions for them, both now and for the future. He enjoys the opportunity to educate and help people fully understand the options available so they feel more comfortable about the decisions they are making. Seeing the satisfaction on a client’s face knowing that their objectives have been met and they’re on track to meeting their goals is what keeps him going every day. He is an Investment Advisor Representative, holds Series 6, 7, 63 and 66 securities registrations, and is life and health insurance licensed.
Charles is an avid fisherman, and getting a hook wet is his favorite way to relax. A doting uncle, he loves spending time with his niece and nephew and being involved with their sports activities. He also enjoys traveling – cruises in particular – and attending NFL games whenever possible, especially if he can catch his Broncos live.
Luanna Romero
Financial Representative, Empowered Wealth Management
Luanna Romero attended New Mexico Highlands University where she received her Bachelor’s Degree in elementary education. She’s spent the majority of her career making a difference in the lives of the children she’s taught over the last two decades.
Her curiosity and passion for the financial services industry have grown over her years as a teacher, so she shifted from educating children to educating adults on financial literacy. She loves to make people see and believe that their dream retirement is possible.
In her free time, Luanna enjoys weightlifting, spending time with her two boys, and watching football.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.