Our people, your team
We’re accessible, approachable and highly responsive—addressing queries within two business hours and standing by to step in during financial emergencies. Meet our professional, experienced, qualified team:
Stéphane (Steve) Rose
Owner and President
Steve is a different breed of investment advisor. For more than two decades, he has developed winning investment strategies-and invested himself personally in the success of every one of his clients.
Donna Richardson, CDFA®
Partner and Chief Client Liaison
An energetic, experienced advisor, Donna co-leads all planning and strategy development at Rose & Associates. She is an active manager, quick to respond when clients have questions. She’s also a people person, taking the time to check in, catch up and make sure clients feel not only well served but also well cared for.
Qualified Associate Financial Planner TM
A natural communicator, Shannon is an ideal fit at Rose & Associates, where she manages client relationships, plans and analyzes files, and supports wealth management.
Methodical and process-oriented, Lucy works behind the scenes at Rose & Associates, supporting the team by preparing and retrieving documents for clients.
JeeHee’s positive work ethic and her client attentiveness make her ideally suited to the Rose & Associates team.
Ginette’s organizational skills and tireless ability to multitask help her keep the Rose & Associates office running in peak form.