Rosanne joined Foundation Wealth Strategies, LLC as Client Relationship Manager providing a strategic vision for the future growth and development of the client experience. As a fully licensed (Series 7 and 66) Branch Professional, her main task is to streamline our new client onboarding process. This starts with assisting in the new account opening process, educating individuals on technology, mailings, and aggregation, and maintaining a regular schedule of reviews, touchpoints, and strategic planning.
As a Paraplanner, 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 client accounts, profitability, compliance, and making our processes and procedures more efficient. She is integral to focusing on how to manage branches in several locations as we focus on building our footprint in Southwest Florida over the next few years. Managing relationships in 16 States is challenging, and Rosanne’s vision and supervisory skills allow us to provide the team experience with grace and integrity.
Rosanne has over fifteen 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 25 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.