Meet the RoseMark Team of Professional Advisors
Financial Advisor
A Financial Advisor at RoseMark Advisors, specializing in life insurance and final expense planning. Licensed in Life, Accident, and Health Insurance with the Securities Industry Essentials (SIE) certification, and currently pursuing Series 65 and CFP® designations. Background in Economics from the University at Buffalo with a client-first approach rooted in honesty, integrity, and long-term relationships.
Here’s What Our Members are Saying about RoseMark Advisors
Working with Matt has been a delight. Finding someone who is not only knowledgeable regarding their product but who truly cares about the client they are working with is a rare experience in our day and age.
Lori K.
Thank you for assisting me in obtaining a life insurance policy earlier this year. I particularly appreciated your attention to detail and your prompt responses to my questions.
Geary G.
Today I worked with your representative to select the life insurance policy which would best fit my needs. Mr. Jordan was friendly, professional and very helpful.
Loretta D.