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Holistic Wealth Management solutions 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

Carl Doerschler

CMFC, AIF ®
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

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

Jill Ingersoll

AIF ® | 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?

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