Print story is scheduled to run in The Cincinnati Business Courier this Friday, January 15, 2016.
Archive for the CRNA Financial, The Rosselot Financial Group Category
Counselor, Counsel Thyself* ~ introducing *The Rosselot Financial Group v2.0, featured in your Cincinnati Business Courier today: Advisors Who Preach Succession, Teach Themselves the Progression. Industry stalwart Ron Rosselot retires, Nathan Kosman named President: Press Release and PhotoPosted in CRNA Financial, The Rosselot Financial Group with tags Deanna Russell, http://www.rosselotfinancial.com, Jeffrey Moeller, Kyle Merk, Nathan Kosman, Ron Rosselot, Rosselot Financial Group, Ryan Antepenko, Ryan Grote, Shemika Freeman, Stewart Bonem, Tom Gilday, Tracy Smith on 01/06/2016 by @CincinnatiPR
Press Release – for Immediate Release: Counselor, Counsel Thyself – Ron Rosselot of Rosselot Financial Group retires Nathan Kosman named President press release 1.6.16 by Andy Hemmer PR
COUNSELOR, COUNSEL THYSELF*
(introducing The *Rosselot Financial Group, v. 2.0)
Advisors Who Preach Succession, Teach Themselves the Progression. Next-Generation Leadership Unfolds; Same Family-First Attitude and Client-First Fiduciary Practice.
Industry stalwart, company founder The Rosselot Financial Group retired January 1, 2016.
New leader: Nate Kosman, UC Grad, Cincy native and former Cincinnati Wolfhound (rugby).
Growth and Growing: Rosselot 2.0 hiring, poised for next steps of the journey.
[ANDERSON TOWNSHIP, Cincinnati, Ohio ~ Jan. 6, 2016] Three decades after Ron Rosselot opened his family-owned, family-oriented financial planning firm – the Rosselot Financial Group – this legend in Cincinnati business, investment, philanthropic and financial circles is handing the leadership and keys to the company to …. family, of course.
Nathan M. Kosman, Ron Rosselot’s step-son and right-hand man, is an experienced and accomplished financial services veteran himself, having joined the company (www.rosselotfinancial.com) in 1998 and making partner in 2005.
Kosman, named company president late last year, has been running the day-to-day operations since 2011.
Mr. Kosman will lead and guide the multi-faceted financial services firm along with his right-hand man, Ryan Antepenko, vice president and partner of the company (www.rosselotfinancial.com) founded in Downtown Cincinnati in 1986.
Rosselot Financial Group employs a team of a dozen, and is currently recruiting for two additional advisors.
“It’s a tremendous honor, and a blessing, to be able to step into the shoes of Ron Rosselot,” Kosman says.
“I speak to Ron not just as my step-father, but my mentor, a professional of the utmost integrity who is leaving behind a legacy that we’re all proud to be a part of.”
The Rosselot Financial Group assists individuals, business owners, retirees and executives through all stages of their lives, frequently for business succession scenarios exactly like the one Rosselot Financial Group itself is experiencing.
CORE COMPETENCY: BUSINESS CONTINUATION ISSUES, AGREEMENTS
Mr. Kosman assumes leadership of the Anderson Township firm as Mr. Rosselot enters a new chapter in his life, personally and professionally.
Rosselot has been shuttling between Cincinnati and a home in Florida for the past few years. “And besides, what better way to practice what we preach?” says Rosselot.
Business continuation is a core competency; complete financial plans include services in asset management, estate and college planning, retirement planning and budgeting, and the proper use of life insurance in business continuation.
Rosselot Financial Group specializes in working with family businesses for business continuation, often providing funding vehicles to insure agreements.
“We turned the lens around, and focused on us,” Rosselot said.
“We started the transition and succession process of our firm several years ago, which we would advise to anybody we sat down with today. With financial strategies, there is no substitute for proper planning and preparation, so that the execution is seamless.”
Many Cincinnati financial-services firms offer business continuation and related financial transition/succession services.
A major differential for Rosselot Financial Group, is the experience and expertise that Mr. Rosselot brought from a litany of roles.
For years, he served as Chairman of the Board for the Goering Center for Family & Private Businesses at the University of Cincinnati.
Rosselot’s resume is extensive, people-centric and focuses on his lengthy career in financial services. A highlighted version would include work with the Cincy USA Regional Chamber CEO Roundtable, Life Success Seminars, Financial Planning Association, the Advanced Association of Life Underwriters, the National Association of Insurance and Financial Advisors, the Million-Dollar Round Table and Top of the Table, the Goering Center for Family and Private Business at the University of Cincinnati, the Cincinnati Estate Planning Council and the National Association of Estate Planners.
Kosman is a University of Cincinnati graduate, born and raised in the Queen City, an Accredited Investment Fiduciary who began his financial-services career while still at UC. Kosman excels at creating a road map to future financial independence by listening to client objectives and expectations, and proposing strategies.
An Anderson Township resident, Nate is married to Christy Kosman; the couple are raising three children. Outside the office, and post-rugby career, Kosman still enjoys pursuing his passion for the game by coaching one of his sons at Walnut Hills High School.
Rosselot, Kosman and other Rosselot Financial advisors are Registered Representatives of INVEST Financial Corp., member FINRA/SIPC. INVEST and its affiliate insurance agencies offer securities, advisory services and certain insurance products, and are not affiliated with Rosselot Financial Group.
Besides Rosselot, Kosman and Antepenko, the Rosselot Financial Group team also includes Tom Gilday (Registered Representative), Stewart Bonem (Referral Representative), Tracy Smith (Insurance and Marketing Director), Jeffrey Moeller (Registered Representative, INVEST), Shemika Freeman (Operations Director), Deanna Russell (Registered Sales Assistant, INVEST), Kyle Merk (Compliance Director) and Ryan Grote (Registered Representative, INVEST).
ROSSELOT ‘CREATING ANOTHER LIFE’ – CHARITABLE WORK, BOARDS, HOBBIES
Rosselot confides he won’t go away quietly. There are three specific areas where he’d like to concentrate.
“It’s now time for me to create another life, which I have been looking forward to, to doing more charitable work, contributing more on boards and maybe even enjoying a hobby or two,” he says.
“I’m extremely proud of what we’ve been able to build at Rosselot Financial Group, and we have done the succession right. Succession planning doesn’t happen overnight.”
Rosselot graduated from Xavier University and splits his time between his home in Anderson Township and Florida. Married to Debby Rosselot, he’s an avid golfer, a member of Coldstream Country Club, and a member of the Ohio State Handball Hall of Fame.
Rosselot’s career started with Sears in Chicago, after graduating from XU and an eight-year stint in the U.S. military. He founded Rosselot Financial Group in the Chiquita Center in Downtown Cincinnati in 1986 with one assistant and a subleased office from Clark, Schaefer & Hackett.
The Rosselot Financial Group is based at 7662 Yager Drive, Cincinnati, Ohio 45230. For more information please call (513) 232-6500 or toll-free at (888) 300-1878 or visit www.RosselotFinancial.com. To reach Nate Kosman call (513) 624-1306 or send an e-mail to email@example.com. Ron Rosselot can be reached at firstname.lastname@example.org.
For media inquiries, please contact Mr. Andy Hemmer at (513) 604-5428 or email@example.com.
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