Broker Check

Team

A Team of Professionals

At Rosenbaum Financial, we’ve proudly supported clients who embody the Northwest’s pioneering spirit since 1956. They are bold and enterprising. Prudent and thoughtful. Grounded in the past, but always driving toward the future. We feel that the clients we serve are the essence of our region’s spirit and potential.

Our goal is to mirror our clients’ hard work and principled choices in every aspect of our work.

Over the years, we have carefully built a team of experienced professionals who collaborate to address your complete financial needs. Rather than being generalists, every one of us contributes distinct skills and knowledge, and we work together to create each client’s unique plan, strategy and support.

From hedge-fund management to business succession planning — and everything in between — our team uses our education and experience to help you make the most of your opportunities.

 

Mark Rosenbaum

President and CEO

mark@rosenbaumfinancial.com

Mark began selling life insurance while a student at Lewis and Clark College in Portland, Oregon. In 1977, he entered into the financial services industry part time while still in college and has been in the industry ever since. In...
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Jana Basden CFA® CFP®

VP Investments and Portfolio Management

jana@rosenbaumfinancial.com

Jana, a long time financial veteran began working in the securities industry in 1981 at Merrill Lynch in the operations department. In 1984, Jana moved to Charles Schwab & Company where she held a variety of positions over the next six...

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Kelly Christopherson

VP Insurance & Operations

kelly@rosenbaumfinancial.com

Kelly has over 25 years of experience in the insurance industry. During her career with Standard Insurance Company, she held increasingly responsible positions including client services, advanced sales, competition and product...
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Melissa Franco Fishler

Executive Assistant to Mark Rosenbaum and Marketing Project Manager

melissa@rosenbaumfinancial.com

Kim Rosenberg

Financial Planning and Investment Advisor

kim@rosenbaumfinancial.com

Kim has a diverse and full background of life experiences that allow her to connect personally with each and every one of her clients. Her approach is at all times to put herself in a client’s position and answer the following...

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Steve Forman, CRC®

Certified Retirement Counselor® and Investment Advisor

steve@rosenbaumfinancial.com

Steve’s experience with Investing and Financial Advising spans many years. He began working with Investments in 1965, and he founded the Forman Investment Company in Salem, Oregon in 1973. After managing his own firm for many years, he...
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Jenni Eng

Administrative Support Specialist

jennifer@rosenbaumfinancial.com