Named to National CPA Financial Literacy Commission (2019)
AICPA Outstanding Young CPA of the Year (2018)
Standing Ovation Award for Excellence in Personal Financial Planning (AICPA, 2018)
Received tenure as faculty at Colorado Mesa University, Finance/Accounting (2017)
Prior to founding RoseCap, Mr. Rosenberg was Managing Director with Jackson Oats Shaw Corporate Real Estate, a privately held real estate investment firm in Atlanta, GA, where he lead acquisitions, dispositions, and asset management. Mr. Rosenberg also previously served as Vice President with General Electric’s Commercial Finance division. He started his career in investment banking, underwriting and syndicating leveraged loans and high yield bonds for Wachovia Securities in Charlotte, NC. While starting RoseCap, Mr. Rosenberg was full-time faculty at Colorado Mesa University, located in Grand Junction, CO, where he taught at both the graduate and undergraduate levels. In 2017 he was awarded tenure as a professor of Finance. His course offerings have included Fundamentals of Investments, Portfolio Management, Financial Strategy (MBA), International Finance, Risk Management, Accounting (MBA), Insurance, and Corporate Finance.
Mr. Rosenberg received his Masters degree in Accounting and Bachelor of Business Administration from The University of Texas, at Austin, where he was a member of the 2002 National Championship baseball team and commencement speaker for his graduating class. Mr. Rosenberg has served (or currently serves) on the board of directors for many local organizations, including: the GJ Chamber of Commerce, the STRiVE Foundation, Back the Badge, Hilltop Community Resources, and the GJ Community Hospital Foundation. In his free time, he enjoys reading, competing in numerous sports, and spending time with his family.
As Principal at RoseCap Tax & Accounting, Nancy brings more than fifteen years of extensive corporate and personal tax and accounting experience to the firm. Prior to joining RoseCap, Nancy was a Tax Manager with Eide Bailly where she spent 13 years advancing to a leadership position and serving multiple key roles within the firm. These included the State and Local Income Tax group and the Colorado Philanthropic group, where she coordinated volunteer activities within the Colorado offices. As a strong supporter of charity and philanthropic work, some of her favorite organizations to give back to are local food banks and international organizations such as Operation Underground Railroad and Habitat for Humanity. Nancy received her Bachelor of Science in Public Accounting with a minor in Business Administration from Colorado Mesa University, graduating with honors and receiving the Outstanding Women in Accounting Award. During that time, she spent three years as a bookkeeper and accounting assistant. Outside of work, Nancy is passionate about education for herself and her clients. She loves spending time with her family, camping, hiking, and volunteering.
Prior to joining RoseCap, Alex spent 8 years with Plante Moran (formerly EKS&H), in Denver, CO. His tax expertise offers a broad range of experience in closely held businesses, individual income taxation, income tax planning, estate planning, and wealth transfer. Alex strives to be a trusted business adviser to his clients and helps them navigate challenging tax issues. He continually monitors tax legislation and emerging trends to identify their impacts on – and strategies to improve and maximize—his clients’ tax positions. Alex is passionate about developing long-term relationships with clients and takes a holistic approach to achieve their financial goals and understanding their businesses. Alex attended Colorado Mesa University in Grand Junction, Colorado where he played 4 years of Division II soccer and graduated in 2012 with a double major in Accounting and Finance. He is a licensed CPA in both Colorado and Oregon as well as a member of the Oregon Society of CPAs and AICPA. When he is not working, Alex enjoys mountain biking, fishing, rafting, motorcycling, and adventuring with his wife, Holly, and their German Shepherd named Lynus.
Autumn joined the team at RoseCap Financial in January 2019. As the Client Support Specialist, Autumn is here to help ensure that you have a great experience with us. Her job is to work directly with the clients with set up of new accounts, transferring accounts, website use and questions, and offering general support for special circumstances that may exist. Prior to joining RoseCap Financial, Autumn worked in Customer Service and Management for over 15 years. Autumn loves working with people whether it is teaching, problem solving, or just helping with any questions you may have. Outside of work, Autumn spends time with her husband, daughter, and dog. They love to find new adventures and enjoy living in the Grand Valley where they have access to so many recreational activities. Don’t hesitate to reach out to Autumn if you have any questions or just want to say hi!
Lexi joined RoseCap Financial in January 2020, her gregarious and goal-oriented personality makes her the perfect addition to our team. As an Associate Advisor, Lexi is here to help you reach your short-term and long term investment goals, she assists with client education and the development of crystal clear financial plans. Lexi received her Master of Business Administration and Bachelor of Business from Colorado Mesa University where she also ran Varsity Cross Country. Prior to joining RoseCap, Lexi worked in information technology where she helped business owners and other executives navigate all things technology. Lexi is passionate about learning, helping others, and sharing knowledge; that’s what makes her so good at working with you to help make sure your financial plan is the best it can be. When Lexi is not working you will most likely find her skiing, paddle boarding, camping, or training for her next trail race. Ask her about the Imogene Pass Run, Grand Mesa Ultra, or really anything running and watch her light up!
RoseCap Investment Advisors, LLC (“RoseCap”) is a Registered Investment Advisor in the states of Colorado and Georgia. Accounts are held by TD Ameritrade Institutional, a member of Securities Investor Protection Corporation (SIPC) which protects investors up to $500,000. See SIPC.org for more details. Investments are not FDIC insured and involve the risk partial or complete loss of value. Before you invest, please consider your investment objectives and RoseCap’s fees and expenses. Past performance does not guarantee future results.
RoseCap chose to be an independent, fee-only, investment advisor because we believe this provides the best level of service for our clients. In addition to providing objective investment advice to our clients, we avoid selling high commission products such as life insurance and annuities to clients. Taking the role of a trusted advisor rather than a salesman is something that is very important to RoseCap, and should be very important to clients as well.