Meet the RoseMark Team of Professional Advisors

Frank Kestler

Frank Kestler

Financial Advisor

Frank Kestler holds a Bachelor’s Degree in Finance from SUNY Oswego and is a licensed Life, Accident, and Health Insurance Agent. With over 15 years of experience in financial services, he is committed to helping clients achieve lasting financial security through personalized strategies and trusted guidance.

Known for building strong client relationships, Frank empowers individuals and families with the knowledge and tools to make confident financial decisions.

Frank enjoys time with his wife and three sons outside the office, especially through their shared love of sports. He also finds relaxation on the water, making the most of life both professionally and personally.

Here’s What Our Members are Saying about RoseMark Advisors

What initially brought me to RoseMark Advisors was AMAC (Association of Mature American Citizens) which aligns with my conservative values and beliefs. For over ten years, Frank Kestler has advised us on ways to avoid paying taxes and to leave more to my children instead of letting politicians decide where my savings should be spent. RoseMark Advisors has never wavered from looking out for our financial future. From life insurance to annuities, Frank and RoseMark are leading us to a comfortable retirement. And this year, we’re blessed to be able to help two of our adult children purchase homes—something that wouldn’t have been possible until after our passing, if not for Frank’s sound planning. Frank also introduced us to an AMAC-trusted partner who helped us establish a trust, a resource I hadn’t even known was available. Most recently, I’ve taken steps to prepare my wife and daughter—my estate’s Executors—for the future, and Frank has offered to walk them through the details of every investment, ensuring clarity and confidence when the time comes. Frank isn’t just our financial advisor—he’s a true partner to me and my family. I wholeheartedly recommend RoseMark Advisors to every AMAC member looking for guidance rooted in integrity, personal service, and shared values.

Mark F.

We first reached out to RoseMark Advisors because of the outstanding service we’ve consistently received through other AMAC programs. Every experience we’ve had has been marked by professionalism, integrity, and a commitment to doing what’s best for us—not just offering one-size-fits-all solutions. RoseMark was no exception. Ashley and Matt at RoseMark continued that tradition of excellence. They took the time to fully understand our unique situation and goals for investing and retirement. Their recommendations weren’t generic—they were tailored to us, with thoughtful consideration given to long-term goals and tax implications. Even better, they explained everything in a way that was easy to understand, never making us feel rushed or pressured. What stood out most was their focus on empowering us with options, not pushing us in a particular direction. With their help, we moved from a place of uncertainty to genuine confidence as we step into the next chapter of our lives. After spending time with Ashley, Matt, and others at RoseMark, the choice was clear—it was a no-brainer. We’re incredibly grateful for their guidance and highly recommend them to anyone serious about aligning their financial future with trusted, personalized advice.

Lori K.

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.