Our People
Staff Listings
*^Ronald W. Rosselot, President, CLU
*^Nathan M. Kosman, Vice President, Investment Advisor Representative
*^Ryan Antepenko, Associate Advisor
*^Thomas P. Gilday, Registered Representative
Kevin Daly, Employee Benefits Specialist
Robert Chess, Associate Managing Principal
Terrie Osterholz, Client Care Manager
*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. In 1997 he and Raleigh Sharrock formed Rosselot and Sharrock Financial Services to provide additional services to their combined clientele.
Throughout his career Ron has been recognized for his outstanding achievements. 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. Most recently, Ron was named a 2008 Five Star Best in Client Satisfication Wealth Manager. He is currenly a Registered Representative with INVEST Financial Corporation, a registered broker/dealer.
In addition to his industry achievements Ron is a facilitator and Chairman Emeritus of Life Success Seminars. He is currently a candidate for the Board of Trustees of the Cincinnati Association of Financial Professionals. Ron is a member of the National Association of Estate Planners, the Cincinnati Estate Planning Council, and the Financial Planning Association.
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
2008 FIVE STAR Video Award Announcement Link: http://video.fivestarprofessional.com/cinwm2008/ronrosselot
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-top 5% of life underwriters worldwide
*Graduate of Next Generation Institute
*Member of Goering Center for Family and Private Business
*Recipient of the NAIFA's National Quality Award
*Progressing towards CFP and ChFC designations
*Licensed: Life, Accident, Health, Series 6, Series 63, Series 7, Series 24, Series 65 (Registered Representative of INVEST Financial Corporation)
Nate has over 12 years experience in the financial services industry. 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. He has the unique perspective of a business owner and a young husband and father. Most of all, Nate expects top-notch service from those who he does business with so he in turn provides the ultimate in service for those who he works for-you the client!
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 affiliated with INVEST Financial Corporation.
Please contact Kevin for more information.
E-mail: kdaly1966@aol.com
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Robert Chess
Robert serves as Associate Managing Principal. As a delegated principal, he is assisting the Office of Supervisory Jurisdiction (OSJ) in supervising the representatives in the Interdependent Advisors, LLC network. He also assists the Super OSJ in recruiting new independent representatives, analyzing their processes, and assisting their staff to work within the INVEST system.
He has over 15 years of brokerage, banking and insurance experience. Robert comes to us from Fifth Third Securities where he served as Broker Service Manager, AVP. There, he was responsible for operational services and equity trading. Prior to joining Fifth Third, he spent 10 years with Provident Bank. He served as Manager of Trading and Operations, AVP with Provident Securities, Stock Bond Trader with Provident Investment Advisors and Shareholder Service Rep with Provident Trust Department. Robert holds the Series 4, 7, 24, 27, 53 and 63 licenses. He is also a graduate of Xavier University.
Robert is a Registered Principal of INVEST Financial Corporation.
E-mail: Robert@RosselotFinancial.com
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Terrie Osterholz
Terrie is a customer service specialist. 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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