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Our Team

Mark Rosenbaum
Managing Partner
Jana Basden
Director of Investments
Kelly Christopherson
Chief Operating Officer
Group Insurance Specialty
Melissa Fishler
Executive Assistant
Lauren Fiala
Registered Assistant
Stephen Forman
Investment Consultant
Pam Howard
Advanced Planning
Specialist
Kim Rosenberg
Registered Representative
Sara Rosenbaum
Insurance Broker
Erin Reno
Admininstative
Support Specialist

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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. Additional products and services may be available through Rosenbaum Financial, LLC that are not offered by 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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