Our experienced life insurance team provides sophisticated programs to affluent individuals, families, business owners and executives who won’t settle for off-the-shelf solutions. Your situation is unique and we want you feel confident about what you are leaving to your loved ones.
PRINCIPAL & CHIEF EXECUTIVE OFFICER
As Principal and CEO, Rob spearheads the vision, drive for growth, and pursuit of excellence at Rose Street Advisors.
Rob loves being outdoors with his wife Erin and kids. He has slalom skied for the past 35 years, never missing a season. He also enjoys spending time at the lake and on the golf course.
CLU, CHFC, CFP, LIC
PRINCIPAL & LIFE INSURANCE ADVISOR
Since 1993, Craig has worked extensively in the life insurance, employee benefits and investment areas at Rose Street where he assists clients in designing, implementing and monitoring their programs. In free time, craig enjoys watching college football, traveling and golfing.
LIFE INSURANCE PROFESSIONAL
Mark joined Rose Street in 2017 and helps clients with their estate, business succession, and family/business planning through the use of life insurance products.
He loves golf, skiing, hiking, and reading. Fun fact: Mark has both played and coached tennis at the collegiate level.
LIFE INSURANCE ADVISOR
Meet Dave, an energetic and passionate financial services aficionado with over 20 years of industry experience. His reputation within the financial services industry is peerless, from experience trading complex derivatives in 5 and 10-year bond options, IWM and Russell indices, Live Cattle and stock in the S&P 500 index; to building people-oriented, positive teams while managing expanding operations in multiple business ventures.
We are proud to be one of only 140 independent firms to qualify as a member of the elite M Financial Group. As a member firm of M Financial, we are able to give our clients access to a suite of life insurance products developed specifically for high-net-worth individuals, and only available through M Financial Group’s member firms. Or relationship with M Financial and M Partner Carriers allows us to better serve our clients from policy design and underwriting through delivery and ongoing maintenance.
M Financial Re, a reinsurance subsidiary of M Financial Group is owned by M member firms and reinsures a large percentage of member firm business. By investing more than $50,000,000 each year, M member firms have an equity stake in their businesses and a vested interest in their clients.
Because of equity stake in the business we place, we have access to data and experience (mortality, persistency, volume and underwriting) that allows partner insurance carriers to develop products exclusively for our clients. These proprietary products often perform better and cost less than shelf products offered in the general marketplace and allows for cost improvements on existing policies.
We are able to provide industry leading new products while honoring existing relationships at the same time.
Key Person Planning
Deferred Compensation Plans
Disability Income Replacement Programs
Estate Tax Planning
Supplemental Retirement Plans
Personal Life Insurance Planning
Disability / Income-replacement Coverage
Long-term Care Planning
Client circumstances and objectives are ever-changing as is the life insurance marketplace, which is why Rose Street Advisors has long been leaders in providing life insurance audits and reviews as part of our services. In addition, we provide reviews as a resource to other professional advisors such as CPAs, estate planning attorneys, family offices, independent trustees and Wealth Management Advisors.