Mark Rosenbaum’s roots in the wealth management industry and in helping clients achieve their financial goals run deep with almost 45 years of experience in life insurance, financial planning, and investment management. He has a broad understanding of planning and strategies necessary for his business and individual clients. He routinely addresses inter-generational planning, retirement income planning, charitable giving, and estate and income tax planning as keys parts to any investment program. He is versed in closely held businesses and their need for proper incentive plans, tax planning, and significant succession planning. As Team Lead and Wealth Manager, Mark uses his extensive expe