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OUR MISSION IS TO HELP YOU ACHIEVE YOUR FINANCIAL GOAL(S).

Portfolio Management

Financial Planning

Tax & Accounting

Retirement Plans

RoseCap Financial Team

Matthew H. Rosenberg

CFA, CPA/PFS

Ethan H. Corman

CFA, CAIA

Autumn Schultz

Managing Director/CCO

Heather Holtzinger

CFP®

Sarah Graff

Sarah Graff

Financial Advisor

Calley Washington

Financial Analyst

Andrew Burris, CPA

Andrew Burris, CPA

Financial Planner

Chelsea Faber

Administrative Assistant

Madi Ingraham

Power Platform Developer

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RoseCap Financial Advisors

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