Sophisticated wealth management to serve your individual needs

Our Team's Mission

Our mission is to help build, enhance and preserve the wealth of our clients by providing professional money management, customized wealth management services and strategies and to collaborate as needed with our clients' existing professional advisors and council.

richard-rosnack
Richard J. Rosnack, CFP®, CIMA®, CLU®, MSFS
Wealth Manager Registered Principal, RJFS
tammy-friend
Tammy Friend, FPQP™, WMSTM
Wealth Management Specialist
karen-monahan
Karine Monahan, CAP®
Executive Assistant
Robert Rosnack
Robert T. Rosnack, MBA
Financial Consultant

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

Are you ready? Let’s uncover the possibility of working together.

Rosnack Financial Group, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Rosnack Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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