Rothstein & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Brad Johnson

Brad Johnson

CFP®, ChFC®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brad Johnson's website
Michael Rothstein

Michael Rothstein

CRPC®, MBA

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Michael Rothstein's website
Bill Evans

Bill Evans

CLU®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Bill Evans's website
Ray Jones

Ray Jones

ChFC®

Financial Advisor

Business Financial Advisor
Visit Ray Jones's website
David Rothstein

David Rothstein

CFP®, BFA, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Rothstein's website

Team

Melissa L. Brown

Client Service Manager

Katherine J. Bracken

Administrative Assistant,

Client Service Manager

Barbara J. Kinsey

Financial Planning Specialist