Senior Relationship Manager | Financial Advisor
Michael Rozovics is dedicated to serving our retirement plan clients, providing due diligence, advice and guidance on investments, plan design and services, fees, employee education and fiduciary compliance.
His goal is to ensure that every client has access to quality retirement plan investments and services at a reasonable cost, and that every employee has an opportunity to “retire their way.”
Michael holds Series 7 and 66 securities licenses and insurance licenses. He has worked in the retirement plan industry since 1997 and joined our team in 2013. He is an Accredited Investment Fiduciary (AIF®) and a Chartered Retirement Plans SpecialistSM (CRPS®).
Prior to working in the financial industry, Michael served as a military officer in the United States Marine Corps. He earned a B.A. from Lawrence University and an MBA from Capella University.
Michael was born and raised in the Midwest and lives there today. Outside of work, he enjoys spending time with family, playing guitar, golf, tennis, and travel. He has lived in Illinois, Wisconsin, Minnesota, Virginia, California, and Oklahoma, and has traveled to Europe, Asia, Africa, and the Middle East.