Our advisors

Our team

Rosie Robertson

Rosie Robertson

Client Relationship Manager

Qualifications

  • Rosie joined the practice in March 2016, and brings with her years of customer service and event coordination experience.
  • She enjoys meeting and getting to know each of our clients and strives to make every interaction a positive experience.

Roles & Responsibilities

  • Rosie will be the voice you hear on the other end of the phone when you call in and the first face you see when you step in the office.
  • Rosie will be coordinating our various client events.
  • Rosie is happy to assist you with the following:
  • Appointment scheduling, coming by to pick up, drop off, or sign something, confirmations of exisiting transactions, other requests of non-urgent matters.
  • Picking up, droping off, or signing something, confirmations of exisiting transactions, confirming money has been sent or received, other requests of non-urgent matters.
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Mandy Denton

Mandy Denton

Practice Manager,

Client Concierge

Qualifications

  • Mandy has been with the practice since 2010 and recently obtained her Series 7, Series 66, and Life/Health Insurance licenses.
  • She excels at providing a superior level of service, and you will appreciate her efficiency and can-do attitude.

Roles & Responsibilities

  • Mandy handles these types of needs for our clients:
  • Applications you submit to our office, name and address changes, changes to beneficiaries or ownership and miscellaneous follow-up from the Advisors’ client meetings.
  • Money movement requests - either intra firm or to external account on-file, and answering general questions about your accounts.
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