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Rosenbaum Financial Staff

 

By Phone:
(503) 352-1300 General Information (Mark Rosenbaum, Steve Forman, Melissa Fishler, Sara Rosenbaum, Erin Reno)
(866) 418-8114 Toll-free  
(503) 352-1300 Advanced Planning (Pam Howard)
(503) 352-1304 Securities and Investments (Jana Basden, Lauren Fiala)
(503) 352-1305 Insurance and Operations (Kelly Christopherson)
(503) 352-1001 Kim Rosenberg  
(503) 245-3231 Holly Worthington  
(503) 534-9898 Dick Barksdale  
Extensions:
If you dialed either 503.352.1300 or 866.418.8114, please use the following extensions to reach the individual you want to contact.
Jana 118 Mark 152
Kelly 153 Melissa 154
Kim 116 Pam 117
Lauren 115 Sara 151
       

By Fax:

(503) 352-1301 General
(503) 245-3684 Holly Worthington
(503) 534-9756 Dick Barksdale
By Email:
Mark Rosenbaum mark@rosenbaumfinancial.com
Dick Barksdale richardbarksdale@mac.com
Jana Basden, CFP® jana@rosenbaumfinancial.com
Kelly Christopherson kelly@rosenbaumfinancial.com
Lauren Fiala lauren@rosenbaumfinancial.com
Melissa Fishler melissa@rosenbaumfinancial.com
Steve Forman steve@rosenbaumfinancial.com
Pam Howard, CLU, ChFC pamh@rosenbaumfinancial.com
Erin Reno erin@rosenbaumfinancial.com
Sara Rosenbaum sara@rosenbaumfinancial.com
Kim Rosenberg kim@rosenbaumfinancial.com
Holly Worthington holly@austin-worthington.com

 

Copyright 2010 Rosenbaum Financial, LLC. All Rights Reserved. Privacy Policy.

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Additional products and services may be available through Rosenbaum Financial that are not offered through AIC. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.

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