About Roserock

Our Vision

At Roserock, we collaborate with experienced advisors who manage sizeable fee-based practices, as well as emerging firms with strong business strategies centered around delivering comprehensive wealth planning services. Together, we support financial planners who aim to have a positive impact on their clients’ lives.

Roserock serves as a valuable partner to independent RIAs and advisors. We are committed to assisting you in the process of building your dream practice. Our services relieve you from the day-to-day of investment management of client accounts, allowing you to concentrate on deepening your client relationships and focusing on growing your practice. With our help, you can approach investments with confidence and implement a clear and repeatable process to showcase the value you provide to your clients.

Our Team

Ronald Brown

President & Co-Chief Investment Officer
Ron is the President of Roserock Investment Solutions, with over 34 years of experience in...

Connor White

Co-Chief Investment Officer
Connor is a financial advisor and portfolio manager with almost a decade of experience. After...

Omar Ahmadieh

Director of Business Development
Omar is a financial advisor with over a decade of experience in financial services and...

Angie Rosario

Business Development and Operations
Angie is a seasoned professional with over 30 years of experience in the financial industry....

Pat Tillotson

Director of Operations
Pat has been in the financial services and banking for over 34 years and is...

Rebekah Anderson

Operations Associate
Rebekah is a seasoned financial industry professional with over six years of experience. Since joining...