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You can also visit our subsidiary at CRNA Financial

Katie M. Schaefer

Katie M. Schaefer

Client Service Representative, Gold Team

Katie’s extraordinary integrity makes her the quintessential team player. She’s never too busy to step up when a client or colleague needs a hand. Katie exemplifies the work ethic and attitude we want from our team. Very service oriented with a can-do attitude. She doesn’t allow obstacles to slow her from getting what the client needs.

Katie is a resident of Anderson Township, where she and her husband, Chris, are raising their beautiful daughter Eleanor.   Being a new mother has altered Katie’s life in the most positive manner and she loves spending her free time watching her little one grow and teaching her about the world.  She is also very passionate about photography and enjoys capturing life through the lens.  Lucky for us we have our own in-house photographer!

Favorite Holiday :

Bucket List : Still need to run that marathon

Favorite Quote : “You rarely get what you want in life, you don’t often get what you expect. You get what you are willing to put up with.” – Bobby Knight
513-233-4314 / fax 513-624-3124


Rosselot Financial Best Places to Work 2018
Rosselot Financial BBB A+
2020 Five Star Wealth Manager - Nate Kosman & Ryan Antepenko

2020 Five Star Wealth Manger - James Stewart 
Goering Center
WiserAdvisor Member

Best of Cincinnati Top 3

The Rosselot Financial Group 7426 Jager Court Cincinnati, OH 45230
The Rosselot Financial Group
7426 Jager Court Cincinnati, OH 45230 

Phone: (513) 232-6500
Phone: (513) 232-6500
Fax: (513) 624-3124

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Rosselot Financial Group


To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.