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.
VP Investments and Portfolio Management
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...
Executive Assistant to Mark Rosenbaum
Certified Retirement Counselor® and Investment Advisor
Retirement Plan Specialist
Insurance Operations Manager
Assistant to Kim Rosenberg and Financial Paraplanner Qualified Professional℠
Operations Assistant and Financial Paraplanner Qualified Professional℠