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About Us

Stephen M. Rosenberg, CFP®, President

Steve Rosenberg, CFP®is the President of Rosenberg Financial Group, Inc., a registered investment advisor. He has over a quarter-century experience in the financial industry and is a graduate of The Ohio State University and has a Masters degree from The University of West Georgia . Steve, along with his team, created the Personalized Investment Management System™, a disciplined investment approach for retirees and pre-retirees that includes an exit strategy when we feel that risk is high.

Steve is the author of “Last Minute Retirement Planning,” Last Minute Estate Planning,” and the co-author of “Every Woman’s Guide To Financial Security.” He is also the co-author of his most recent book, “You Might Just Run Out Of Money If . . .“ He co-hosts "Your Money" on Newstalk940, WMAC Saturday mornings at 9:00. Over the years he has been interviewed on radio and television stations coast to coast, including CNBC, Public Broadcasting, and CNN.

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Sherri L. Goss, CFP®, Senior Vice President

Sherri Goss, CFP®is a Financial Advisor with Rosenberg Financial Group, Inc. and has served in the financial services industry since 1999. She has a Bachelors degree from the University of Idaho, and a Masters degree from Boston University. Sherri uses our Personalized Investment Management System™ to manage her clients’ assets. She also enjoys helping them work through Estate and Long Term Care planning choices and decisions.

Sherri appears on Channel 13 WMAZ’s Eyewitness News on Wednesday evenings and also co-hosts “Your Money” on Saturday mornings, on Newstalk940, WMAC. She is the author of “My Life Book”, an estate planning guide, “Women and Money,” and co-author of “You Just Might Run Out Of Money If . . .” Sherri serves on the Advisory Council of the Area Agency on Aging and loves presenting educational seminars to community groups.

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Louis E. McNamara, Jr., MBA, CFP®, Senior Vice President, Portfolio Manager

Louis McNamara, Jr., MBA, CFP®has been our Portfolio Manager since 2004. He has played a major role in developing and implementing the strategies we use in our Personalized Investment Management System™. While Steve and Sherri meet with clients, Lou spends his days (and evenings, too!) following financial markets worldwide and watching our clients’ money.

Lou received his undergraduate degree in accounting from Grove City College and a Master of Business Administration (MBA) from Oklahoma City University. He is the author of “Retire . . . Relax!” a book to help further financial education.

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Joseph F. Blackgrove CFP®, Senior Vice President

Joe Blackgrove, CFP®, is an investment counselor with over thirty years of professional financial and investment experience. He is a graduate of the United States Military Academy at West Point and served over 21 years as an infantry officer prior to his retiring in 1984. He holds a Masters Degree from Indiana University and graduated from the Naval War College. Joe is an avid golfer who works closely with his clients throughout the United States. He is active in community affairs and has written financial columns for the local newspaper.

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Hugh Randal Goss (Randy), MBA, Vice President

Randy is responsible for all aspects of office management. He is responsible for ensuring the company complies with SEC/FINRA
compliance requirements and regulations. Randy joined the Rosenberg Financial Group team in 2014 after a 31-year career in the
United States Air Force. During his military service he obtained extensive finance and budgeting experience as a Financial
Manager and earned a Certified Defense Financial Manager certification from the American Society of Military Comptrollers.

Randy earned a Bachelor of Business Administration from Clayton State College, and a Master of Business Administration (MBA)
with a focus in Finance from Touro University, graduating Summa Cum Laude. Randy periodically co-hosts "Your Money" on
Saturday mornings, on News talk 940, WMAC.

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Randy


Teresa Cochran, Executive Assistant*


Teresa has over 20 years' experience in banking and financial services. She is responsible for ongoing account administration
and tracking the movement of funds for the company and clients. She supports Steve, Sherri and Joe with account creation and
management of all aspects of the business. Additionally, she has a strong background in computer systems and loves to find
ways to streamline processes.

Teresa is a Warner Robins native, graduating from Warner Robins High School. She earned an Associates of Science degree
from Middle Georgia State University, and a Bachelor of Business Administration degree from Georgia College & State University.
Additionally, Teresa graduated from the BB&T Banking School at Wake Forest University in Winston-Salem, North Carolina, in
2004.


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Gretchen Elliot, Executive Assistant*

Gretchen joins the Rosenberg Financial team with 18+ years of experience in banking and accounting. She has a passion for
numbers and is excited to find a team where she can utilize that passion. One of her primary responsibilities is to support Steve,
Sherri and Joe so they may continue to provide outstanding service to their clients, as well as run the front office.

Gretchen earned a BBA in Accounting from Georgia College & State University, graduating with a 4.0 GPA. She also has a
degree in Criminal Justice from Valdosta State University and in 2015, she graduated from the BB&T Banking School at Wake
Forest University. Gretchen was raised in a military family, living throughout the United States, but calls the Warner Robins area
home.

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* Is not registered with Royal Alliance Associates, Inc.

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2517 Moody Road, Warner Robins GA, 31088 Tel: 478-922-8100
4875 Riverside Drive, Suite 201, Macon GA, 31210 Tel: 478-741-4457
Call us Toll Free: 800-777-0867 Email: steve@rfmoney.com

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC
Disclaimer

This communication is strictly intended for individuals residing in the states of Alabama, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 * - Are not Registered with Royal Alliance Associcates, Inc. 
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 Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Advisory Services offered through Rosenberg Financial Group, Inc., An Independent Registered Investment Advisor not affiliated With Royal Alliance Associates, Inc. Stephen Rosenberg also offers additional Advisory Services through Royal Alliance Associates, Inc.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
 


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