Meet The Team

Associate Investment Advisor

CFP®

Michael Rosenberger is an Associate Investment Advisor who works closely with Jocelyn Willoughby to help deliver a thoughtful, organized, and personalized wealth management experience for clients and their families.

In his role, Michael serves as an important bridge between the operational and advisory sides of the practice. He supports many aspects of the client experience, including investment implementation, financial planning coordination, annual review preparation, client service requests, and ongoing relationship support.

Michael will become increasingly involved in financial planning support, client reviews, investment implementation, and relationship management to help ensure consistency and continuity for clients over the long term.

Michael has been in the Investment Management industry since 2017 and holds the Certified Financial Planner (CFP®) designation. He is passionate about helping individuals and families make informed financial decisions with confidence. He believes strong advice begins with understanding what is most important to a client and building lasting relationships based on trust, communication, and service.

Outside of work, Michael enjoys spending time with his family, playing guitar, skiing, and cycling. His passion for investing, lifelong learning, and helping others achieve meaningful goals is what led him to a career in wealth management.