Dale Costello, CFP®, CRPS®
Wealth Management Advisor
(224) 220-8314
Dale Costello is a Wealth Management Advisor at Rozovics Group Wealth Management Division. Dale joined the firm in July 2018. He prepares Financial Plans for individuals and businesses. Dale is a CERTIFIED FINANCIAL PLANNER™
Jeffery Rozovics, CPA, MST, CFP®
Wealth Management Advisor
224-220-8176
Susan Huizinga, CPA
Wealth Management Advisor
224-220-8180
Susan Huizinga is a Wealth Management Advisor at Rozovics Group Wealth Management Division. She holds the series 7 and 66 securities registrations.
Mary Jane Walsh
Client Service Associate/Notary Public
(224) 220-8185
Mary Jane is our client Services Manager. She has been with the firm since 1997. She brings a wealth of experience and knowledge providing superior continuity in client care. As a Notary Public, she is qualified to readily provide...
Meet our Team of Trusted Financial Advisors
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.