Iuliana Keyes, MBA

Financial Advisor

Iuliana believes the best way to address the financial planning process is by working with her clients to select a destination, or a desired outcome, and finding the most suitable path to get there.  Iuliana is committed to guiding her clients through life transitions and keeping them on track toward accomplishing their established goals.  Her expertise is in individual, family and small business wealth management, retirement planning, education preparation and wealth transfer.

Iuliana joined Thomas Financial Group, LLC in 2004 and became a partner in 2014.  In 2017, she teamed up with Roger Roller, a seasoned financial advisor in Rochester, Michigan.  Roger, a former teacher in the Pontiac School District and a lifelong educator, is a perfect compliment to Iuliana’s desire to empower her clients with knowledge and education.

Iulinana sees clients in both her Troy and Rochester, MI offices.

Armed with a Law Degree from Romania, she originally wanted to pursue a law career in the US, but her professional career channeled her passion from law to helping others plan for their financial goals.  With that in mind, Iuliana got her MBA in Finance from Walsh College (MI) in 2008 and continued pursuing educational endeavors to broaden and enrich her knowledge.

Iuliana is passionate about giving back to her community.  She has tutored children in Math and English and was recognized as an Outstanding Volunteer by the Mayor of Warren, MI. She helped organize Money Smart Week in collaboration with the Detroit Branch of the Federal Reserve and the Detroit Public Library.  She has been an outspoken advocate for financial literacy courses at community college and she hopes to one day teach at Schoolcraft College. Iuliana is proud to have opportunities to give back to her community and looks forward to advancing the cause for financial literacy. She grew up speaking two languages and acquired two more along the way!  Iuliana currently resides in Detroit with her husband and two children.

Phone 248-828-2800
Fax 248-828-7903