The Team

KHAN, ROSIN & ASSOCIATES

Our Advisors

Russell Rosin

Russell Rosin

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

Business Administration, 1977, Texas A&M University, College Station, TX

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Our Staff

Carlie Clayton

Carlie Clayton

Client Service Associate

Operations Specialist
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Qualifications

  • Series 7- -General Securities Representative
  • Series 63-Uniform Securites Agent State Law
  • Notary for Ameriprise Financial Clients

Roles & Responsibilities

  • Client Service Needs
  • Appointment Scheduling
  • Checks/Wires/ACH Debits/Deposits
  • Forms and Paperwork