Wealth Management Advisor
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™
Patrick started as a tax and accounting intern with Rozovics Group, LLP in the summer of 2016. He earned his Bachelor of Science in Finance from Northeastern Illinois University in December 2018. During his time in school he found a...
Susan Huizinga is a Wealth Management Advisor at Rozovics Group Wealth Management Division. She holds the series 7 and 66 securities registrations.
Martin Deering is a Wealth Management Advisor at Rozovics Group Wealth Management Division. He holds the series 7 and 63 securities registrations.
Client Service Associate/Notary Public
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...
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.