Broker Check

Michael Rozovics, CPA, CFP®

Wealth Management Advisor

(224) 612-7077

(224) 220-8177

mrozovics@rozfinancial.com

Michael Rozovics founded Rozovics Group LLP in 1977 and developed the Wealth Management Division in 1980. Michael is a CERTIFIED FINANCIAL PLANNER™ and CPA. He also holds the series 7 and 63 securities registrations. His focus...

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Dale Costello, CFP®, CRPS®

Wealth Management Advisor

(224) 220-8313

(224) 220-8314

dcostello@rozfinancial.com

Dale Costello is a wealth Management Advisor at Rozovics Group, LLP. Dale joined the firm in July 2018. He prepares Financial Plans for individuals and businesses. Dale is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the...

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Mary Jane Walsh

Client Service Associate/Notary Public

(224) 612-7057

(224) 220-8185

mjwalsh@rozfinancial.com

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...

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Patrick Hartmanis

Client Service Associate

(224) 612-7079

(224) 220-8179

phartmanis@rozfinancial.com

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...

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Client Centered

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.

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