About Us

Client Centered

At Latona Wealth Partners, we value the rich history of Seattle and the neighborhood where we serve.

While we serve clients throughout Seattle, Southern California and other areas throughout the Western United States, we honor our neighborhood connections and the closeness we feel with our clients, no matter where they live.

Whether we connect via technology or face to face, we are privileged to serve long-time clients in developing financial plans designed to help them get on track for gaining financial independence.

John G. Roeller,  CFP®

Principal

John G. Roeller, CFP®, is the Founder and Principal of Latona Wealth Partners. Specializing in financial planning and investment management, John draws on his deep experience to guide clients onto a path to reach their individual goals.

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Sheryl Huffman

Administrative Assistant

Administrative Assistant Sheryl Huffman is Latona Wealth Partners’ administrative assistant and go-to resource for getting things done. A friendly and talented problem-solver, Sheryl helps our clients with financial forms,...

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Imoni T.

Marketing Consultant

Imoni is the Marketing Consultant for Latona Wealth Partners through LPL Financial's Marketing Solutions. She earned a B.S. in Journalism and Mass Communications from North Carolina A&T State University and an M.A. in...

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