Rosemary joined Gleaner Financial® in July 2017 as paraplanner at the Flint branch office. She takes care of client transactions, new accounts & forms, investment research, review preparation, and more while providing exceptional client service.
She worked for Creative Financial Centre in the same role prior for six years before joining Gleaner Financial®. Rosemary earned a bachelor’s degree in both finance and business management from Pensacola Christian College. She also holds Series 7 and 66 licenses as well as the Michigan Life and Health and Variable Products Licenses.
Outside of the office, she spends a great deal of time volunteering. She is a member of the Swartz Creek Kiwanis Club and serves in various roles for the Michigan District of Kiwanis.
Rosemary has a cat named Roxi and enjoys spending time with her nieces and nephews, working out, reading, gardening, traveling, collecting flamingos, and cheering for University of Michigan.