Rosie is a Registered Representative at our South Milwaukee location. She is dedicated to helping clients get financially organized, find peace of mind, and live the life they envision. A proud McHenry, Illinois native now rooted in the Milwaukee area, Rosie grew up as one of eight siblings in a hardworking, middle-class household, an upbringing that made the value and absence of financial literacy deeply personal. That experience planted the seed for a career built around empowering others with the financial knowledge and clarity they deserve.
Before joining DBHW Wealth Partners, Rosie built a strong foundation in financial services as a Registered Representative at Mutual of Omaha, where she developed deep expertise in risk management. That background, combined with her passion for financial education, shaped the advisor she is today.
Rosie holds an active Series 6 Uniform Combined State Law Exam and Series 63 Uniform Securities Agent State Law Exam, along with Life and Health insurance licenses. She is currently working toward her Series 65 Uniform Investment Adviser Law Exam and Series 7 General Securities Representative Exam. This reflects her commitment to expanding her knowledge and delivering the highest standard of service to clients. Her ongoing pursuit of licensure underscores a belief that great advising is rooted in continuous learning.
At the heart of Rosie's approach is a simple but powerful mission: to educate clients on their financial journey and give them the confidence to make informed decisions about their future. She values long-term relationships built on trust, transparency, and genuine care.
Outside of the office, Rosie and her fiancé are avid outdoor enthusiasts and students of life. You'll often find them nose deep in a book, camping, hiking, riding motorcycles or ATVs, or exploring new destinations. Faith is central to her life and guides both her personal values and professional purpose.