Rosalind began her financial planning career as an assistant to an advisor in 1997 and became a registered advisor in 2004.

Her experience as a Financial Advisor provides Rosalind with valuable insight into clients’ needs and concerns. Her greatest satisfaction comes from building strong personal relationships while working to meet client's financial goals.

Rosalind’s financial services experience is complemented by several designations: the Registered Financial Consultant designation, awarded by the International Association of Registered Financial Consultants; the Certified Retirement Counselor designation awarded by The International Foundation for Retirement Education; and the Certified in Long Term Care designation awarded by The Corporation for Long Term Care Certification, Inc.

Rosalind’s professional and personal affiliations include membership in the International Association of Registered Financial Consultants. She is active in the Pittsburgh Golden Triangle Executives Association and the Women’s Small Business Administration.

Her areas of expertise include Insurance Planning, Estate Planning, Long Term Care, College Planning, Investment Retirement Programs and Educational Workshops.

Rosalind was named a 2023 Pittsburgh FIVE STAR Wealth Manager for the 6th time.

In Rosalind’s spare time, she enjoys traveling & spending time with her daughters and granddaughter. She takes barre classes 5 days a week. Roz also loves to cook for her family and friends.