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.
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 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.
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!.
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, CEBS, is 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).
Stephanie Carrier-Petersen joined Rose Street Advisors in October of 2022 as an Employee Benefits Relationship Manager working with small size groups. With a degree in Business Management, coupled with a passion for growth and development, Stephanie recognizes the importance of balancing the business needs of an organization with employee engagement and assessment in determining benefits for the workforce. Stephanie has eight plus years of experience in Human Resources working with religious organizations, small business, and non-profit organizations. Finding solutions, improving processes, and adding value drives Stephanie to ensure that she is providing the best service to small group clients.
Stephanie is a Kalamazoo native who loves spending time with her husband, Scott, and their combined children, grandchildren, and family dog. Together they nurture their spirits by hiking, make home improvements, cooking, playing, giving back to the community, and taking part in activities in Kalamazoo with friends.
Kristen Donner-porter joined the Rose Street team in 2022 as an Employee Benefits Client Specialist. In this role she works closely with the Relationship Managers as well as with carriers obtain quotes and problem-solving client questions. Prior to joining Rose Street Advisors, Kristen earned her Bachelor’s degree from Western Michigan University and worked as an educator.
Outside of work, Kristen enjoys spending time with her family, reading, cooking, and traveling to Northern Michigan.
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.
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, Employee Navigator.
Jan 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.
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.
Meet Jaime, a professional with over 20 years of experience in HR, recruiting and administrative work along with 10 years of benefits administration. Jaime has the advantage of having experience as the employee and the employer and is passionate about delivering the best quality work while being meticulous about all the details.
In her free time Jaime enjoys watching her kids play sports, cooking, reading, golfing, and spending time with her family, her beloved dog, and her friends.
Laura Rohlfs, SHRM-CP, is one of our Employee Benefits Relationship Manager. 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 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.
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.
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.
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.
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.
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.
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 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 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.
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!
Jeremy is passionate about partnering with individuals and families to identify what is important in their lives and creating a comprehensive financial strategy to help them reach their life goals. This holistic approach allows Jeremy and the wealth management team to ensure the specific needs of the client are front and center as they make investment recommendations and collaboratively design custom-tailored financial plans.
Jeremy has a professional track record starting, leading, and managing for-profit and non-profit organizations. He is a graduate of Taylor University and has completed business programs at both Hong Kong Baptist University & Harvard Business School. Jeremy is also formally trained and certified in behavioral assessment, conflict management and life coaching. Jeremy, his wife Kim and their 4 kids reside in Kalamazoo. They love spending time exploring the outdoors, fixing up their farmhouse, and living life with friends and extended family. Fun fact: Jeremy has been playing drums since he was 13 years old and made callbacks for the Blue Man Group.
Meet Julia, a people-focused life-long learner with several 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.
Meet Cory, he joined Rose Street in 2021 as a client service representative for the wealth management and retirement team. After serving in the U.S. Army, he went to WMU to receive his bachelor’s degree in finance and is currently pursuing his MBA. His role in the department is to support the financial advisors and assist the clients they serve.
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.
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!
Meet Stephanie, a passionate HR professional who brings 10 years of experience working in culture transformation, compensation system design and employee relations. She looks forward to finding creative solutions to make clients workplaces the best they can be. Stephanie enjoys traveling, gardening, biking, camping with family and Lake Michigan beach days.
Meet Emily, a people-focused HR professional with over 10 years of corporate human resources experience, primarily focused on recruiting, system management, and process development. Throughout her career, Emily has been committed to developing strong client relationships and providing exceptional customer service. In her free time, Emily enjoys traveling, camping in her vintage Airstream, gardening, DIY projects with her husband, and watching her son at sporting events.
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.
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.
As Operations Assistant, Leah is one of the first faces you’ll see when you walk into Rose Street Advisors and voice you’ll hear when calling in. She is responsible for the day-to-day office preparations and oversees the schedules of the conference rooms. This among other tasks that aid in the successfulness of the employees.
Leah moved to Kalamazoo in 2020 from Chicago to help plant a church in the area. In her free time, she enjoys spending time with friends and family, playing volleyball, and being outdoors.
Laura joined Rose Street Advisors in 2021 as the Firm Accountant. Her responsibilities include keeping financial records updated, preparing reports and reconciling bank statements. Laura will also run accounting software programs to process business transactions, like accounts payable and receivable, disbursements, expense vouchers and receipts.