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.
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!
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 consultive planning approach takes into account your attitudes, beliefs, and values to develop personalized financial advice that is in your best interest.
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
Compare your investment performance
Measure success against financial benchmarks
Continuously monitor financial planning relationship