Rose is a partner at VLP Financial Advisors and has been active in the profession since 2000. Rose joined VLP in 2001 and has worked just about every job at the company and knows our business from top to bottom. Rose is actively involved in the Financial Planning profession and currently serves as the President of the Financial Planning Association National Capital Area Chapter; an organization dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Rose is passionate about helping people plan and navigate their financial future. Rose has a gift for explaining complex financial concepts simply. She believes that putting people first is the key to success.
Rose works with individuals and families to provide financial confidence and allow them to focus on what they enjoy most. She guides clients through their financial options by creating well-designed financial plans and strategic investment strategies. She also works with corporate clients to design and manage their company retirement plans and develop and deliver employee education.
In 2015, Rose was recognized as one of the “Top 40 Under 40” in the financial service industry by Investment News and was also named in Washingtonian Magazine’s Top Financial Advisors, as well as Norther Virginia Magazines Top Financial Professionals.
Rose’s professional credentials:
- Certified Financial Planner™
- Accredited Investment Fiduciary™
- Registered Principal
- Regional OSJ Manager
- Licensed for Life, Disability, and Health Insurance
Getting to Know Rose
Rose resides in Ashburn Virginia with her three children, Kaela, Taylor, James and the family dogs (Geno and Heinzy). She enjoys spending time with her family, running, and attending her kid's various sporting events. A Pennsylvania Native and a graduate of Penn State, she is an avid Steeler’s fan and can be found on her couch shouting at the television just about every football weekend in the fall.
If Rose could meet anyone past or present it would be: Her paternal grandparents
Place Rose would most like to visit: Greece & Croatia
Favorite book: Where the Sidewalk Ends or a good detective novel
Favorite movie: Happy Gilmore
Favorite food: Thai, Italian and any type of sushi
Favorite quote: “Life is 10% what happens to you and 90% how you react to it” - Charles Swindoll
Favorite holiday: Thanksgiving
Hidden talent: Cooking for 50 people
What motivates Rose: Helping people reach their goals
Something on Rose’s bucket list: Skiing the Rocky Mountains
Rose’s biggest accomplishment: Her three children
*Investment News' 40 Under 40 project aims to reveal the potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The winners were chosen from a pool of almost 1,000 nominees by a panel of reporters, editors and other representatives of Investment News, to make a list of 40 talented individuals. Nominations are accepted for professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. Investment News determines nominees' eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise. No fees are paid, participation is free. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.