Rose has served clients in the financial services industry for over 40 years. She has extensive experience helping clients navigate their financial planning needs. As the Director of Client Service she is responsible for crafting the experience for Sonoma Wealth Advisor clients. Our clients get to know Rose well, as she is the go-to lead for day-to-day account operations.
Rose lives with her husband, Mike, in Rohnert Park. She is the proud mother of two, Rachael and Joe, and a proud grandmother. Anytime she finds herself baking in the kitchen surrounded by her children, she is happily at home. Rose has great relationships with her kids and loves to support them in their life. If not with her kids, she can found wandering the many antique stores in Sonoma County.