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

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Our advisors

Levent Bayrasli

CFP®, CRPC, APMA®

Private Wealth Advisor

Managing Partner of Rose Wealth Advisors
Learn more about Levent Bayrasli Visit Levent Bayrasli's website

Emily H Bayrasli

Associate Financial Advisor

Learn more about Emily H Bayrasli Visit Emily H Bayrasli's website

Robert Blum

CPA

Financial Consultant

Learn more about Robert Blum Visit Robert Blum's website


Our team

Matthew Floyd

Matthew Floyd

Client Service Specialist

Personal Intro

As a husband and father of two living in Bethlehem, I bring over a decade of experience in financial services, driven by a strong commitment to helping others reach their goals. I am passionate about continuous growth both personally and professionally. When I am not working, I enjoy every moment I can with my family.

Roles & Responsibilities

  • The frontline of client relations, ensuring the client receives timely, accurate, and professional support for their financial needs
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Bria Thomas

Administrative Assistant

Personal Intro

I have been in the financial industry since 2017 and remain committed to ongoing professional growth. Outside of work, I enjoy cooking, spending time with family and friends, and attending local Lehigh Valley events. I'm no Picasso, but I enjoy arts and crafts as a creative outlet that keeps me curious, inspired, and detail‑oriented in all areas of my life.

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Keshav Kondil

Keshav Kondil

Operations Specialist