Originally from Sauk Centre and now living in Sartell, Rose brings a wealth of experience and a deep understanding of retirement services to her role at Jacobs Financial. With a background in Finance and Credit Management, she has spent the majority of her career in financial services, including roles in banking, 401k administration, consulting, and client service.
Before joining Jacobs Financial, Rose stepped away from the industry to serve as an Executive Assistant in a manufacturing company, where she also led Human Resources, payroll, facilities, and building security. When the company sold, she was excited to return to the financial services field in a role that felt like home.
Rose’s previous role as an IRA Consultant had her traveling the country, leading seminars and sharing her knowledge of IRA rules with other financial professionals. That hands on experience, combined with her practical know how of 401k plans and client service, makes her someone clients and teammates really rely on. She’s passionate about making a positive impact and helping others feel confident in their financial futures.
When she’s not working, Rose loves spending time with her husband and three adult children, baking, cooking, watching sports, or settling in with a good Hallmark Christmas movie.
Non-registered associate of Cetera Wealth Services LLC, member FINRA/SPIC.