Our Associates

• Mark Rosenbaum, Managing Partner
• Fred M. Rosenbaum, Senior Partner
• Janet Anttila, Executive Assistant to Fred Rosenbaum
• Richard J. Barksdale, President and Founder, RJB Associates
• Jana Basden, CFP®, Certified Financial Planner™
• Kelly Christopherson, Director of Insurance
• Ashley Cravens, Registered Executive Assistant to Mark Rosenbaum and Marketing Coordinator
• Lauren Fiala, Registered Assistant
• Stephen E. Forman, Investment Consultant
• Pam Howard, CLU, ChFC, Advanced Underwriting Specialist
• Debra Meyer, Insurance and Investments, New Business
• Kim Rosenberg, Insurance and Investments
• Holly Worthington, Individual Benefit Plans

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Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial LLC are not affiliated. Licensed for insurance sales in CA, OR and WA. Licensed for securities sales in OR. 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.