Our People
Staff Listings
*^Ronald W. Rosselot, CEO, CLU
*^Nathan M. Kosman, President, Investment Advisor Representative
*^Ryan Antepenko, Associate Advisor
*^Thomas P. Gilday, Registered Representative
Kevin Daly, Employee Benefits Specialist
Terrie Osterholz, Client Care Manager
Debby Rosselot, Client Care Associate
Christy Kosman, Client Care Associate
*Securities offered through INVEST Financial Corporation, Member FINRA/SIPC, a registered broker dealer and registered investment advisor.
^Advisory services offered through INVEST Financial Corporation, a Registered Investment Advisor. The Rosselot Financial Group is not affiliated with INVEST Financial Corporation.
Ronald W. Rosselot
Ron Rosselot is a graduate of Xavier University. He began his career in the financial services industry in 1976, and started the Rosselot Financial Group in 1986. His step-son, Nate Kosman, joined the company in 1998, and became a shareholder in 2005.
Throughout his career Ron has been recognized for his outstanding achievements. He has been a consistent leading producer for his broker dealer, INVEST Financial Corporation, and currently serves on their Board of Advisors. He is a life and qualifying member of the Million Dollar Round Table, and he qualified for the elite Top of the Table membership in 2000. He was a consistent leading producer for his former broker dealer, and qualified for their Presidents Club in 2000.
In addition to his industry achievements, Ron currently serves as the chairman of the Board of Advisors of the Goering Center for Family and Private Busiesses. He is a facilitator and Chairman Emeritus of Life Success Seminars. He is a member of the Greater Cincinnati CEO Roundtable Group, as well asthe Goering Center Family Business Executive Roundtable. He also serves as a Court Appointed Special Advocate (CASA) for Pro Kids, an organization dedicated to changing the lives of children in the foster care system in the greater Cincinnati area.
Ron resides in Anderson Township with his wife Debby. He is a member of Coldstream Country Club. He is also an avid handball player, and competes in regional and national tournaments.
Please contact Ron for more information.
E-mail: Ron@RosselotFinancial.com
2009 Personal Savings Key During Recession Interview Link: http://wwwphp.10tv.com/vplayer.php?clip=2009_03_16_Personal_Savings_Key_During_Recession.wmv
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Nathan M. Kosman
*Graduate of University of Cincinnati
*Member of Cincinnati Association of Insurance and Financial Advisors
*Member of Million Dollar Round Table
*Member of Goering Center for Family and Private Business
*Graduate of Next Generation Institute
*Recipient of the NAIFA's National Quality Award 1997
*Licensed: Life, Accident, Health, Series 6, 63, 7, 24, 65 (Registered representative of INVEST Financial Corporation)
Nate began his career in the financial services industry while in college. After graduating from the University of Cincinnati he continued his career with Ohio National Financial Services. In 1998 Nate joined his step father, Ron Rosselot, at the Rosselot Financial Group. He now serves as President of the Rosselot Financial Group and Interdependent Advisors LLC. He excels in creating a road map to future financial independence by listening to your objectives and expectations and proposing strategies with which you are comfortable. Nate coaches football with Forest Hills Youth Football. He is an active athlete himself competing in basketball leagues, and playing rugby with the Cincinnati Wolfhounds. Nate has been married to his wife Christy since 1997. They have two children and they live in Anderson Township.
Please contact Nate for more information.
E-mail: Nate@RosselotFinancial.com
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Ryan Antepenko
*Graduate of Xavier University
*Member of Cincinnati Association of Insurance and Financial Advisors
*Licensed: Life, Accident, Health, Series 7, Series 66 and Loan Officer (Registered Representative of INVEST Financial Corporation)
*Progressing towards CFP designation
A resident of Cincinnati for over 8 years, Ryan began working at The Rosselot Financial Group in 2003. He excels in creating comprehensive financial plans by listening to your goals and building strategies with which you are comfortable. Best of all, Ryan stresses to be on time, keep you informed, and provide top-notch service which exceeds your expectations.
Please contact Ryan for more information.
E-mail: Ryan@RosselotFinancial.com
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Thomas P. Gilday
*MBA from Xavier University
*Graduate of University of Cincinnati
*Participant - Stonier Graduate School of Banking
*Licensed: Life, Accident, Health, Series 7, Series 66 and Mortgage Loan Officer (Registered Representative of INVEST Financial Corporation)
Tom is a life long resident of Cincinnati, currently living with his family in Landon. He has a wide background of experience in the financial services industry, including banking, mortgage banking, and working for the Federal Reserve System.
Tom has been President of two companies and understands that making a commitment to your customers to provide excellent service is the key to success.
Please contact Tom for more information.
E-mail: Tom@RosselotFinancial.com
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Kevin Daly
Kevin serves as a health insurance consultant to the Rosselot Financial Group`s clientele. He graduated with a Bachelors in Marketing and a Certificate in Economics from the University of Cincinnati. With over 15 years experience Kevin`s attention to detail and expertise in the healthcare arena are unparalleled. Kevin is a member of CAIFA and is progressing towards his CLU designation.
Kevin is not associated with INVEST Financial Corporation.
Please contact Kevin for more information.
E-mail: kdaly1966@aol.com
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Terrie Osterholz
Terrie serves the Rosselot Financial Group as Client Care Manager. Terrie comes to us with extensive experience in the insurance industry. Please feel free to call or email Terrie for assistance.
Terrie is an associated person of INVEST Financial Corporation.
E-mail: Terrie@RosselotFinancial.com
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