Holistic Wealth Management services designed with you in mind.
Our wealth management team focuses on the affluent, individuals, families, and businesses. We understand that it takes specialized abilities to unravel the complexities of managing and leveraging assets to their full potential.
Wealth Management Advisors
Carl Doerschler
AIF ®, CPFA, CMFC
PRINCIPAL & FINANCIAL ADVISOR
With 17+ years of experience, Carl is responsible for managing Rose Street’s investment area, including personal financial planning assets and retirement plan assets. Carl enjoys tennis, traveling, and destination dinners. In 1994, he broke the Baldwin-Wallace University tennis record for most career wins formally held by Bud Collins. The record has since been broken.
Scott Higgins
AIF ®, CFP, CPFA, | FINANCIAL ADVISOR
Since 2012 at Rose Street, Scott has been responsible for helping the firm’s individual wealth management clients with income strategies for retirement and consulting with employers with their employee retirement plans. In free time, he enjoys golf, biking, skiing, cooking, and traveling. Fun fact, scott has a hobby of filling growlers with coins!
Jill Ingersoll
AIF ®, CPFA | Financial Advisor
Jill joined Rose Street in 2007 with six years of industry experience. She is responsible for managing both personal financial assets and retirement plans. Jill also handles the compliance for the firm’s broker dealer.
Our
Philosophy
Our consultive planning approach takes into account your attitudes, beliefs, and values to develop personalized financial advice that is in your best interest.
Clients seek our experience in these areas
Developing client goals
Managing cash flow
Preserving or increasing wealth
Achieving financial security
Identifying and managing risks
Providing for education needs
Identifying tax considerations
Pursing philanthropic interests
Addressing estate and legacy matters
Preparing for retirement
Managing the financial effect of health considerations
Our engaged
consultive
approach will:
Compare your investment performance
Measure success against financial benchmarks
Continuously monitor financial planning relationship
Each of our advisors has attained the Accredited Investment Fiduciary, AIF® designation.
The AIF® designation is one of the top financial certifications per U.S. News & World Report.
This certifies that our advisors must adhere to a standard of acting in the best interest of the client.
Are you ready
to get started?
Kalamazoo, MI 49007
fax: 269.343.3533
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.
None of the testimonials and video presentations, relate to the provision of investment advisory services.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Rose Street Advisors is independently owned and operated. Rose Street Advisors is a member firm of M Financial Group. Please click here for further details regarding this relationship. Rose Street Advisors and their agents are presently licensed to sell traditional life insurance in AL, CA, CO, CT, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NJ, NY, OH, PA, TX, UT and VT. Variable life and annuity products, as well as other securities products, may be sold in CA, FL, IL, IN, KY, MA, MI, NY, NC, OH, OK, PA, SC, TX and WA. Residents of other states should consult with a local registered representative for securities products. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. #3477587.1