Home | Rosenberg Financial Group

We Advocate for What is Most Important to You

Financial education, meticulous planning, & clear guidance for your family and your future.

Lifelong Guidance

We're here for you, offering advice and support throughout all life's milestones.

Your Journey Starts Here

We can help you bridge the gap between where you are and where you want to be.

WHAT WE BELIEVE

WHAT WE BELIEVE

We create financial strategies that are tailored to your financial goals.

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WHO WE ARE

WHO WE ARE

Trust. Honesty. Integrity. We believe values matter and we live by ours every day.

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WHAT WE DO

WHAT WE DO

We create strategies to help reduce stress and preserve capital.

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Meet Our Team

Sherri Goss

Sherri L. Goss, CFP^®

President

As President of Rosenberg Financial Group, I am passionate about creating a safe space

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Hugh Randall (Randy) Goss

Hugh Randall Goss (Randy), MBA

Vice President

I am Vice President of Rosenberg Financial Group, and my primary roles involve

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Cathy Fortson

Cathy Fortson

Executive Assistant to the President

I am the Executive Assistant for Rosenberg Financial Group, and I

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Liana Potter

Liana Potter

Document Management & Archiving

Preston Goss

Preston Goss

Administrative Assistant

Tia Albrecht

Tia Albrecht

Executive Assistant to the President

SPECIAL REPORTS

Your Money and Your Memory

By: Sherri Goss

SPECIAL REPORT

Can I Afford To Retire?

By: Sherri Goss

Our Process

Our History

Our Values

Our Resources

Tell Us How We Can Help You Today

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