Rose began her career in financial services in 1994. During her career she has served in a variety of managerial and risk management positions with leading brokerage firms.
In 2013, rose joined Woodlands Wealth Builders serving a dual role as VP of Administration and Senior Wealth Advisor. Rose works closely with James Lyon in a pivotal role of portfolio management, trade executions, and complex client matters.
Having a wealth of knowledge, Rose assists clients beyond their financial needs connecting them with other professionals.
Rose attended Stephen F. Austin University and Metropolitan State College of Denver and has lived with her family in The Woodlands since 1987. She is a member of Sts. Simon and Jude Catholic Parish and is involved in local community organizations focused on feeding the hungry and preserving the environment.
In her spare time, Rose enjoys travel and adventure activities.
Licenses held through LPL Financial
Series 7 General Securities Registered Representative
Series 9/10 General Securities Sales Supervisor
Series 63 Uniform Securities Agent
Series 65 Uniform Investment Advisor Law