Rosemarie joined the 1847Financial Conshohocken office in September of 2013. She specializes in helping small business owners with employee and executive benefit design. Rosemarie can advise on business succession planning, life, disability and long-term care insurance. She also has extensive experience in retirement planning and 401(k) management.
Prior to her position with 1847Financial, Rosemarie worked with MassMutual as a Financial Advisor from 2008 through 2013. Rosemarie is a 1983 graduate of Villanova University with a Bachelor of Science degree in Business Administration. She is FINRA Series 6 and 63 licensed, as well as Life and Health and Long-Term Care certified. Rosemarie is a member of the Greater West Chester Sunrise Rotary and a Villanova Varsity Club Board Member.
A resident of West Chester, Pennsylvania, Rosemarie lives with her husband, Stuart, and two children, Shawn and Katie.