Jeffery Rozovics, CPA, MST, CFP®
Wealth Management Advisor
Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional. He holds the series 6, 65, and 63 securities registrations.
Susan Huizinga, CPA
Wealth Management Advisor
Susan Huizinga is a Wealth Management Advisor at Rozovics Group Wealth Management Division. She holds the series 7 and 66 securities registrations.
Carl Hollenbeck, CPA
Wealth Management Advisor
Carl holds the series 7 and 66 registrations and has been with the firm over 10 years. Carl is grateful to share his financial in order knowledge to provide premium advice and education to our clients. Carl regularly analyzes market...
Andrew Erickson, CFP®CEPA®
Wealth Management Advisor
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.