Our mission is to facilitate the creation and maintenance of financial independence for our clients.
Live for Today, Prepare for Tomorrow, Plan for Life.
A few of our accolades…
A little more about us…
We are recognized as an industry leading, family-owned organization with an understanding of the importance of accumulating, preserving and transferring wealth while maintaining family values and relationships to perpetuate our clients` businesses, careers, and communities.
We take pride in delivering superior service and key investment strategies to our clients and keeping them informed of the latest news and changes in the markets.
By offering multi-generational planners and attention to the most intimate goals and dreams of our clients, we are committed to being trusted advisors and confidants to them, their children and grandchildren.
By being sensitive to our client relationships, both our clients and our organization succeed in an evolving financial world. So if you are looking for a quality Financial Advisor, Financial Planner or Investment Representative, you have come to the right place.
Thank you for visiting our comprehensive website. We hope that our organization will provide you the essential tools to “Plan For Life.”MORE ON OUR SERVICES MORE ON OUR PROCESS
Check the background of this firm on FINRA’s BrokerCheck.
Ron is a graduate of Xavier University in 1968. He began his career in the financial services industry in 1976, and started the Rosselot Financial Group in 1986. His step-son, Nathan Kosman, joined the company in 1998, and became a shareholder in 2005. Throughout his career Ron has been recognized for many achievements, both in his industry, and in...View profile
Investment Advisor Representative, Invest 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...View profile
Ryan began working at The Rosselot Financial Group in 2003. First as an intern, then as a Financial Advisor, and now as a Partner and Advisor. 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...View profile
Registered Representative, INVEST
Ryan was born and raised on the west side of Cincinnati and graduated from Saint Xavier High School. He is a graduate of Miami University’s Farmer School of Business and he was the captain of the Miami University Rugby Club. He started his financial planning career at Fidelity Investments in 2010 working with personal investment accounts and employer-sponsored retirement...View profile
Sr. Relationship Manager
Jose joined Rosselot Financial in 2016 from PNC Wealth Management. He has over 15 years of professional experience and is a graduate of Xavier University.View profile
Registered Representative, Invest 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...View profile
Director of Compliance & Education
Registered Representative, INVEST Paul comes to Rosselot Financial Group to start the New Year with us in 2017 after more than 17 years working at Fidelity Investments. He started and finished his career there in financial planning roles, working with individuals and their families to craft smart and successful financial strategies, but also with business, hospital, university, government, and...View profile
Director of Business Development
Raymond is Director of Business Development for the Rosselot Financial Group and a Registered Representative of Invest Financial Corporation.View profile
Insurance and Marketing Director
Biggest Accomplishment: “Backpacking around the world for 6 months with my Husband” Favorite Book: “Scar Tissue” Favorite City: “San Diego” Favorite Movie: “Good Fellas” Tracy is an associated person of INVEST.View profile
Favorite holiday? “Christmas” Favorite TV Show? “Criminal Minds” Something on your bucket list? “Travel the world” If you could meet anyone, past our present, who would it be? “Nelson Mandela” Check the background of this investment professional on FINRA’s BrokerCheck.View profile
Client Service Representative
Favorite Quote: “A good photographer must love life more than they love photography.” Joel Strasser Favorite Vacation: NYC with my parents and sister Bucket List: Run a Full Marathon Katie is an associated person of INVESTView profile
Client Service Representative
Favorite Food: Good Indian Food! I could eat it every day, especially vegetarian korma with paneer. Favorite Quote: “One creates oneself.” – Grace Jones Favorite Holiday: My birthday. It’s like my own personal New Year’s Eve. I get to start my “new year”! Favorite Book: It’s actually a series by Philip Pullman. His Dark Materials: The Golden Compass, The...View profile
Registered Representative, INVEST Stewart has been involved in the study, teaching, and business of finance for nearly 50 years. He earned his MBA in Finance from Miami University in 1968. Next came a long teaching career at Cincinnati State Technical and Community College where he taught finance, insurance, financial planning and a variety of other business classes. In 1988 Stewart...View profile
Kyle Graduated from Purdue University in 2005. Immediately after he joined the financial industry in the independent channel. The majority of Kyle’s experience comes from Fidelity Investments where he worked in both a face to face capacity and dealt with qualified plans as a supervisor. Kyle currently holds his Series 63, 66, 7, 9, 10, and state insurance licenses....View profile
Ryan Antepenko of The Rosselot Financial Group Inc. has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center…
Join the Rosselot Financial Group team for this year’s ProKids Superhero Run for Kids 5K Run and Fitness Walk…
We are pleased to announce that Ryan Antepenko and Nathan Kosman, of The Rosselot Financial Group, have once...
This is a time for perseverance – the type of financial climate that separates disciplined investors from impatient ones….
The Rosselot Financial Group; Planning for Life: As seen in Forbes Magazine.