At Wealth Management Solutions, we use a team approach in developing recommendations and plans for you. You will have a primary advisor who will be your point of contact. In addition, we leverage each other's knowledge and expertise to provide advice that is current and relevant to your situation.
David Rosenthal, MBA, CFP® is the founder and a principal of Wealth Management Solutions as well as a financial advisor. His area of expertise is in working with corporate executives who possess complex benefit packages and small business owners with plans to grow and expand their business.
David founded WMS to address a local need for unbiased advice through fee- only financial planning. He began practicing in 1995 with Asset Management Group (AMG), a fee-only financial planning firm that provides comprehensive advice to Fortune 500 executives.
Throughout his five-year tenure at AMG, he had the unique opportunity to work closely with top C-level executives (Chief Operating Officers, Chief Financial Officers and Chief Executive Officers) of companies including AT&T, Verizon, Campbell and Nabisco.
He moved to Arizona in 2000 to manage the wealth management division of a national CPA firm where he gained valuable experience working with business owners and their unique planning needs.
Jody Hulsey is the Client Operations Manager for Wealth Management Solutions. She provides raving customer service, is exceptionally detail oriented, and keeps everyone else at the firm on track.
For clients, she handles all customer service-related items such as setting up new accounts, filling out client paperwork, helping clients set up their online account access, and much more. Basically, Jody manages all of the “behind the scenes” deadlines to make sure things happen in a timely manner.
She has been an administrative assistant in the public accounting field since 1990 and thanks to WMS's technological resources, is able to support the staff from her residence in Oregon