Rosanne joined Foundation Wealth Strategies, LLC as Client Relationship Manager providing a strategic vision for the future growth and development of the client experience. Her main tasks are to rebuild our new client onboarding process, creating a streamlined experience for new families. This starts with assisting in the new account process, educating individuals on technology, mailings, and aggregation, and maintaining a regular schedule of reviews, touchpoints and strategic planning.
She also handles the input and updates for our “Goal Planning & Monitoring” software program, which tracks and updates each client on their financial goals, including retirement and education planning, suitability and wealth transition.
Lastly, Rosanne focuses on the strategic vision of Financial Wealth Strategies, LLC, including tracking of client accounts, profitability, compliance and making our processes and procedures more efficient. She is integral to focusing on how we grow, why we grow, and refining our firm’s mission to ensure our future looks as promising 5, 10 and 20 years down the road as it does today.
Prior to joining the team, Rosanne has over ten years of financial services experience, working with advisory teams in the financial services industry. Her focus consists of compliance, organization and operations.
Rosanne has been a resident of St. Charles for the past 20 years where she and her husband have raised their two children. She enjoys spending time with her kids in their college towns, attending different activities and supporting the local teams. In her free time, she enjoys traveling, spending time outdoors and volunteering with organizations in her community to support cancer patients, survivors and research funding.