Close

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

As an advisor, Chris partners with clients to develop benefit strategies that meet organizational goals, budgets and company culture. From his background in accounting, he has a talent in picking out trends arising from claims data, reviewing analytics and negotiating renewal pricing with underwriters that serve his client’s well. He is an advocate in the healthcare world for his clients and their employees.

On a personal note, Chris enjoys family and friends, especially while traveling, playing golf or boating. He is also a ‘Proud Papa’ to three grandsons!.

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

Ben Cohen, CEBS, one of our large group Employee Benefits Relationship Managers.  Following graduation from Central Michigan University (Fire Up Chips!) with a degree in Human Resources Ben began his career in 1997 as a benefits consultant with Kushner & Company.  After 18 years in that role Ben joined Rose Street Advisors in 2014.  Ben’s daily focus is working with clients to offer benefit options that help recruit and retain a productive workforce in a compliant and cost-effective manner designed specifically for each employer.  He also enjoys educating employees about their benefits in a fun and informative manner. 

Outside of work, Ben is passionate about community involvement and volunteering.  He currently donates his time as a board member with the Portage Community Center, volunteers with Hospice Care of Southwest Michigan, and participates with volunteer opportunities through Rose Street Advisors’ SWEET committee.  In the past his involvement has included the American Red Cross, United Way, Volunteer Kalamazoo, Optimist Club, Jaycees, KHRMA, and the Michigan Maritime Museum.  Ben loves spending time at home and at their cottage in South Haven with his wife, Jen, and their dogs.  He loves travel, cars, golf, sailing, and recently started a group with friends rowing vintage wood shells (42 N’ Rowing).

Justine Dickens | Rose Street Advisors

Justine Dickens

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Justine is a devoted and meticulous team member with a passion to educate and support business partners and their employees. Since 2013, Justine’s commitment to her clients has allowed her to instill confidence and stability in the benefits packages offered to their employees. Her strengths allow her to communicate efficiently, focus on customization and understand the complexities of an ever changing industry. She is a Dale Carnegie Graduate and has her NAHU Self-Funded Certification.

When she is not working, Justine is busy running her son and daughter to their practices and games and volunteering in the community. She enjoys playing golf, hiking and spending time with her family and friends.

Julie Drummond

Julie Drummond

GBA, RPA, CEBS | EMPLOYEE BENEFITS RELATIONSHIP MANAGER

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.

Alison Goyings

Alison Goyings

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Alison is an Employee Benefits Relationship Manager 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.

Alison holds a Bachelor’s degree in Education from Michigan State University. She is passionate about developing strong client relationships, providing excellent customer service and using data to make informed decisions.

Outside of work, Alison enjoys rooting on the Detroit Tigers and Michigan State Spartans, ice fishing, traveling, and volunteering for Make-A-Wish Michigan.

Debbie Graff

Debbie Graff

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Debbie is an employee benefits relationship manager with Rose Street. Debbie has a drive for working with employer groups  to make sure they know about the latest and greatest in benefit offerings and are provided the pricing  that fits their budget.    She provides excellent customer service to those employers and also their employees and makes sure they understand their benefits and will help with any claims issues or questions that may arise.  Her passion for her customers shows in the service she extends to her groups.  Debbie has over 30 years in the industry and the last four have been with Rose Street Advisors. 

Outside of work, she travels to Arkansas to stay in touch with family and friends and is also thankful for the friends she’s made in Michigan.  She enjoys coaching our company softball team and loves to play the game.  The apple of her eye though, is her one and only grandchild.  She says she was born to be a “granny”. 

Laurie Neeb

Laurie Neeb

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Laurie is an employee benefits relationship manager. She values working with her clients and their employees, striving to develop the most cost-effective and valued benefits for their employees, She specializes in the mid-to-large size employer groups. Laurie joined the RSA team in 2006, with previous experience in both hospital billing and carrier claims processing and customer service – her benefits experience is well-rounded. She is passionate about benefits – her favorite part of the job is employer and employee education on all things benefits.

When she is not working, she enjoys spending time with her family (including the four-legged variety), crafting, cooking and tending to her flower gardens.

Katie Wiegand

Katie Wiegand

EMPLOYEE BENEFITS RELATIONSHIP MANAGER

Katie is an Employee Benefits Relationship Manager with Rose Street.  Katie has worked in Human Resources for over 15 years with much of that time spent in benefits administration.  This experience has allowed her to understand both the employer’s and the employee’s points of view when it comes to benefits.  She enjoys solving the puzzle of finding a benefit plan that is both cost effective and valuable.  Katie joined Rose Street Advisors in 2019 and is responsible for mid to large size groups.  She works with them to find and implement benefit plans while also assisting with day-to-day benefits administration.  When not at work, you can find Katie outside gardening, golfing, skiing, camping, or simply enjoying the day with her family. 

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.

Jan Knapper

Jan Knapper

EMPLOYEE BENEFITS OPERATION SPECIALIST

Jan Knapper is an Employee Benefits Operations Specialist in which she provides administrative support through-out the Employee Benefits department by helping manage day-to-day responsibilities and ensuring maximum efficiencies within the department. This comes naturally to Jan, as she has 29 years’ experience in the employer setting managing employee benefits, until her former employer closed the business. She joined Rose Street Advisors in 2015, her background provided a strong foundation that complements our team.

In her free time, Jan enjoys spending time with her daughter, son-in law and two grandsons. Both grandsons still enjoy her company, ages 10 & 6, “we play games (I never win), go miniature golfing, eat ice cream often and laugh a lot”. She also has a four-legged friend, a 14-year-old Yorkie named Buddy that keeps her accountable.

Amanda Osterhouse

EMPLOYEE BENEFITS CLIENT SPECIALIST

As one of the Employee Benefit Client Specialists, Amanda supports the Relationship Manager’s. She is responsible for providing service to clients and preparing proposals and comparisons.

Amanda holds a bachelor’s degree in Organizational Leadership (Project Management). She enjoys keeping things organized, creating processes, and working with people!

Outside of work, Amanda enjoys being outside, working on projects, traveling, or hanging out with family and friends.

Laura Rohlfs

Laura Rohlfs

SHRM-CP | EMPLOYEE BENEFITS CLIENT SPECIALIST

Laura Rohlfs, SHRM-CP, is one of our Employee Benefits Client Specialists. Laura has worked for over 25 years in Human Resources. Most of her roles had a focus on Employee Benefits Administration. This gives her a great perspective of what our client’s needs are with the administration of their employee benefits. Laura loves to help our clients with enrollment, billing, and claims questions and issues. She also works closely with carriers getting quotes and resolutions to client’s questions.

Outside of work, Laura loves the outdoors. In the summer you will find her where the water is. Either in her pool, kayaking, or floating behind her husband’s fishing boat while he fishes. She also enjoys camping and spending time with her family and friends.

Jill Wagner

Jill Wagner

EMPLOYEE BENEFITS CLIENT ADVOCATE

Jill is our in house Client Advocate. She assists our Employee Benefits Clients with claim issues. Jill has 29 years of Employee Benefits experience with involvement in all areas of Employee Benefits. Her expertise is getting complex issues resolved due to her knowledge and passion for helping people. In addition to assisting with claim issues, Jill educates members on how to utilize their benefits in simple terms. 

Jill spends her personal time with family and friends.  Whenever possible, she is found outside gardening or simply enjoying nature.

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

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.

Craig Platt

Craig Platt

CLU, CHFC, CFP, LIC | 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.

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.

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.

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).

Wealth Management & Retirement Team

Carl Doerschler

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

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 ®, 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.

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.

Cory Shaver

Client Service Representative

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

Jaime Pursley

People Advisor

(269) 552-3209

jpursley@rosestreetadvisors.com

Administrative Team

Terri Harding

Terri Harding

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

Lauren joined Rose Street Advisors in 2020 as an Accounting Clerk. Her responsibilities include keeping financial records updated, preparing reports and reconciling bank statements. Lauren will also run accounting software programs to process business transactions, like accounts payable and receivable, disbursements, expense vouchers and receipts.

In her spare time, she enjoys spending time with her family and friends, crafts, being outdoors with her dog & reading.

Are you ready
to get started?

rose-street-mark-icon