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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 L. Goss, CFP®

President

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

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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

Executive Assistant to the President

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

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Jonathan Eisner CFP®, CLU®, ChFC®

Financial Advisor

I am a Certified Financial Planner with Rosenberg Financial Group.  For 11 years, I was an advisor with Northwestern Mutual before joining RFG in September of 2023.  I have a background in helping clients save to attain their...

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Liana Potter

Document Management & Archiving

Preston Goss

Administrative Assistant

Tia Albrecht

Executive Assistant to the President

Our Process

Our History

Our Values

Our Resources

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