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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 Goss is a Financial Advisor with Rosenberg Financial Group, Inc. and has been with the firm since 2014.  His functions include office management and the SEC/FINRA compliance programs.  Randy has a Bachelor’s degree in Human Resources from Clayton State College, and a Masters of Business Administration (MBA) with a focus in Finance from Touro University in Cyprus, California. Randy retired from the U.S. Air Force after serving for 31 years.  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 uses the firms RetireRelax SolutionTM when engaging with clients.  He periodically co-hosts “Your Money” on Saturday mornings, on News talk 940, WMAC.

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Becky Wright, Administrative Assistant*


Becky joined our firm in 1997 and processes our heavy load of paperwork. She scans all our documents into our paperless system and maintains the compliance requirements for written communication. She schedules appointments for Sherri and Joe and makes sure their clients get their income distributions on time! She schedules and confirms Steve’s appointments in addition to answering most of the incoming phone calls. Voicemail in our office is NOT an option!


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Wendi Massey, Executive Assistant *

Wendi is the Executive Assistant for Steve Rosenberg, and Sherri Goss. She has several years’ experience in the banking and financial industry, and brings unique techniques and energy to the office. She is responsible for the administration of all client accounts and tracks the movement of funds within the company and client accounts. Wendi earned her Bachelor’s Degree of Science in Business, graduating graduated Magna Cum Laude, from Bellevue University in Nebraska.

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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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