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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

Nancy Harward

CPA

Sarah Graff

Financial Advisor

Alyssa Lehmann

Accounting Services

Callie Washington

Financial Analyst

Derek Young

Administrative Assistant

Kristi Ayers

Bookkeeper

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