Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.


Howard Rosen

Senior Vice President–Wealth Management

  • Over 35 years of financial services experience
  • Eastern Michigan University, B.B.A., marketing
  • FINRA Series 7, 8, 31, 65 and 66 securities licenses
  • Life, accident and health insurance licenses

Howard began his career at E.F. Hutton. Two of his professional highlights were playing material roles in bringing both Sun Communities and Meadowbrook Insurance Group public. Howard is a proud graduate of Eastern Michigan University. In addition, Howard has completed an extensive consulting program at the Wharton School of the University of Pennsylvania.

Howard’s community involvement is extensive, having previously served as a Vice President of Tamarack Camps and currently serves on their Special Advisory Board. He also serves on the board of the Jewish Federation of Metropolitan Detroit. Howard is an avid tennis player at Detroit Tennis and Squash. When not on the court, Howard and his wife, Iris, love spending time with their four children and three grandchildren.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • PA
  • SC
  • SD
  • TN
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • B.B.A. in Marketing, Eastern Michigan University


  • Senior Portfolio Manager
32300 Northwestern Highway
Suite 150
Farmington Hills, MI 48334
  • (248) 737-5438

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For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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