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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

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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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Jim Leonard, MBA

Vice President

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Jim Leonard, Vice President at Rosenbaum Financial is a member of the Investment Committee and has primary responsibility for oversight of the firm’s private partnership investments. His analytical and business experience...

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Melissa Franco

Executive Assistant to Mark Rosenbaum

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Kim Rosenberg

Financial Planning and Investment Advisor

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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

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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

Insurance Operations Manager

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Katelyn Sparks, FPQP℠

Assistant to Kim Rosenberg and Financial Paraplanner Qualified Professional℠

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Katie Quick, FPQP℠

Operations Assistant and Financial Paraplanner Qualified Professional℠

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Emily Richardson

Administrative Assistant

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Debbi Saltzman

Vice President of Business Development - Group Benefits

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