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The
Team

Employee Benefits Team

Kevin McPherson

LIC | PRINCIPAL & EMPLOYEE BENEFITS ADVISOR

Kevin is a principal and employee benefits advisor at Rose Street Advisors. He specializes in health, life, dental, and disability group insurance, as well as other human resource functions. Under his leadership, the firm has expanded throughout Michigan and surrounding states.

John Schuemann

John Schuemann

LIC | PRINCIPAL & EMPLOYEE BENEFITS ADVISOR

John is responsible for group benefit plans relating to health, dental, vision, disability, and life insurance. Under his leadership, the firm is expanding its self-funded business as well as human resource management services. John brings his clients 28 years of industry experience.

Shannon Thomas | Rose Street Advisors

Shannon Thomas

EMPLOYEE BENEFITS ADVISOR

Shannon values working closely with business leaders to make a positive impact at their organization. With over 6 years of experience at a major HRIS company, her skills include consulting with organizations on their HR processes and creating efficiencies within the employee lifecycle. She understands the importance of clear communication and meeting deadlines. Her outgoing nature and ability to communicate across many levels makes her an important part of our team.

In her spare time, she enjoys traveling, spending time with family and friends and anything outside during the warmer months.

Chris Werme

Chris Werme

LIC | EMPLOYEE BENEFITS ADVISOR

Chris is an employee benefits advisor and brings 30+ years of industry experience. He is responsible for group benefit plans relating to health, dental, vision, disability, and life insurance. Under his leadership, the firm is expanding its self-funded business as well as human resource management services.

Alicia Ball

Alicia Ball

STRATEGIC OPERATIONS ADVISOR

As Strategic Operations Advisor, Alicia has the opportunity to lead the Employee Benefits Department every day. The focus of her role is to ensure the Department is operating at maximum efficiency, which allows us to ensure that our client’s needs and expectations are consistently exceeded. She accomplishes this efficiency through her strong communication, ability to maximize resources and staying true to Rose Street’s core values. Alicia’s tenure with Rose Street began in 2016 as our Maxwell Health Champion. She then spent time as a Employee Benefit Advisor where she built long lasting relationships with her clients that remain in place today even with her role change.

In her spare time, Alicia tries to keep up with her very busy son, volunteers as a Big Sister for the Big Brother, Big Sister organization, and makes sure to spend as much time outside as she possibly can.

Ben Cohen

Ben Cohen

CEBS | EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Meet Ben, a people-focused, service-driven industry ace with over 20 years of experience. Throughout his career, his primary focus has been to help clients use benefits as a key component of their Total Rewards offerings, aligning with the organization’s objectives to recruit and retain a talented workforce. Ben’s daily role finds him regularly working to help clients understand the ongoing complexities of the Affordable Care Act, and how changes to healthcare policy could affect them. In addition, he works closely with his teammates to coordinate ongoing client support and annual renewals.

Justine Dickens | Rose Street Advisors

Justine Dickens

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Justine is an employee benefits relationship manager for Rose Street Advisors. She is responsible for ongoing service to mid-sized group (11-99) clients, preparing proposals, tracking and processing renewals, preparing presentations and comparisons.

Debbie Graff

Debbie Graff

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Debbie is an employee benefits relationship manager with Rose Street. She is responsible for small group (11-50) client retention by preparing proposals, tracking and processing renewals with a focus on employee education. Her goal is to focus on customizing and maintaining the right employee benefits program to meet the short and long-term need of her clients’ companies.

Laurie Neeb

Laurie Neeb

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Laurie is an employee benefits relationship manager. She is responsible for mid-to-large group client retention by coordinating the client’s renewal process with a focus on employee education.

Julie Drummond

Julie Drummond

GBA, RPA, CEBS

Julie is an Employee Benefits Relationship & Retention Specialist on the Rose Street Advisors team. She is responsible for large group (100+) sales, retention and renewals for clients who provide self-funded healthcare benefits to their employees. Julie loves working with people. She is passionate about solving problems, finding solutions and bringing value to her clients by helping them find the most cost-effective and impactful benefits for their employees.

Laura Rohlfs

Laura Rohlfs

SHRM-CP | EMPLOYEE BENEFITS CLIENT SPECIALIST

Laura is an employee benefits client specialist. She is responsible for ongoing service to large group (100+) clients, preparing proposals, tracking and processing renewals, preparing presentations and comparisons.

Katie Wiegand

Katie Wiegand

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Katie is an Employee Benefits Relationship Manager.  She is responsible for ongoing service to small group clients, preparing proposals, tracking and processing renewals, and preparing comparisons.

Jan Knapper

Jan Knapper

EMPLOYEE BENEFITS OPERATION SPECIALIST

Jan is an Employee Benefits Operation Specialist. She is responsible for administratively supporting the Employee Benefit Producers, Relationship Managers and Client Specialists by helping them manage their day to day responsibilities and ensuring maximum efficiencies within the department.

Jill Wagner

Jill Wagner

EMPLOYEE BENEFITS CLIENT SPECIALIST

Jill is an employee benefits client specialist. She is responsible for ongoing service to large group (100+) clients, preparing proposals, tracking and processing renewals, preparing presentations and comparisons.

Alison Goyings

Alison Goyings

EMPLOYEE BENEFITS CLIENT SPECIALIST

Alison is responsible for ongoing service to mid-sized and large group clients, preparing proposals, tracking and processing renewals, preparing presentations and comparisons. Prior to joining Rose Street Advisors in 2019, Alison worked as an educator, where she helped guide students to success.

Amanda Osterhouse

EMPLOYEE BENEFITS CLIENT SPECIALIST

Rachelle Kalee

Rachelle Kalee

EMPLOYEE BENEFITS SYSTEM SPECIALIST

Rachelle joined the Rose Street Advisors team in 2018 as the Employee Benefits System Specialist. In this role, she is responsible for managing and implementing the firm’s Human Resource Benefits Platform, Maxwell Health.

Life Insurance Team

Rob Hunt

Rob Hunt

LIC, CLU 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.

Craig Platt

Craig Platt

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.

Craig Platt

Mark Denenfeld

LIC, LIFE INSURANCE ADVISOR

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.

David Sherwood

David Sherwood

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 second to none, 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.

Theresa O'brien

Theresa O'Brien

Life Insurance Case Design

Theresa is a life insurance case design specialist. She is responsible for individual life, disability, and long-term care insurance quotes and client presentations. Theresa has more than 30 years of industry experience.

Debbie Simonds

Debbie Simonds

ALMI, Estate Planning & Business Insurance Administrator

Debbie is the estate planning and business insurance administrator. She is responsible for all aspects of post-issue policy service for individual life, disability, and long-term care insurance; as well as corporate-owned life insurance (COLI).

Peri Kurtzman

Peri Kurtzman

New Business Coordinator

Peri joined the Rose Street Advisors in 2018 as New Business Coordinator on the Life Insurance team. In this role, she works directly with clients to prepare and implement life insurance and disability policies.

Wealth Management & Retirement Team

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.

Julia Munson

Julia Munson

Client Service Representative

Meet Julia, a people-focused life-long learner with 5 years of experience in the retirement plan industry. Throughout her career, Julia has been committed to maintaining strong client relationships by providing incredible customer service. She is passionate about helping clients define and plan for their retirement goals. Julia’s daily role at the firm energizes and reinforces her commitment to client-focused work.

HR Consulting Team

Kevin Brozovich

Kevin Brozovich

SPHR, Chief People Advisor

Meet Kevin Brozovich, energetic entrepreneur, people-focused team-builder and HR practitioner-turned consultant. For almost 10 years, Kevin was Founder and Chief People Officer of HRM Innovations, a Kalamazoo-based Human Resources consulting firm many would consider the top in the region. After pulling his hair out making daily decisions about running the business (does it matter where the coffee comes from?), Kevin joined forces with the Rose Street Advisors team so he could solely focus on what he loves most: working with clients.

Erin Markel

Erin Markel

SPHR, People Advisor

Meet Erin, HR guru and leadership expert with a passion for working with people and teams. After a strong career dedicated to human resources, Erin joined our team in May 2019. She enjoys singing, art, gardening, and family time. Erin married her high school sweetheart, 33 years after they graduated.

Norman Frazier | Rose street advisors

Norman Frazier

People Advisor

Meet Norman, a career HR professional who brings more than twenty-five years of experience working in the public sector, credit union, retail and insurance industries. He looks forward to providing human resources project, consulting support and guidance to a variety of customers. In his free time, Norman enjoys family, golf, fantasy football, theater, singing and Disney!

(269) 552-3228

nfrazier@rosestreetadvisors.com

Administrative Team

Terri Harding

Terri Harding

LAHR, FLMI, ACS, Principal & COO

Terri Harding Lahr is a principal and the Chief Operating Officer and has served at Rose Street since 1998. She is responsible for overseeing the firm’s day-to-day operations. Terri manages revenue and commissions, supervises personnel, and handles compliance. She also leads the firm’s marketing and advertising team.

Erica Robison

Erica Robison

ALMI, Business Operations Manager

As Business Operations Manager, Erica is responsible for the day-to-day systems, equipment and processes that the team uses to serve clients. She also works closely with the firm’s marketing and advertising team. She joined Rose Street Advisors in 2009 and previously served alongside the life insurance team, coordinating the information required for new life insurance and disability policies.

In her spare time, she enjoys spending time with her family, baking, and crafting.

Lauren Donovan

Lauren Donovan

Accounting Clerk

Ta'za Howard

Business Operations Assistant

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