Rose Porter

Client Service Specialist

Rose found her way to financial planning during her time at Edinboro University of Pennsylvania, where she majored in Personal Financial Planning. She has always had a passion for helping others and finds joy in helping clients navigate their finances. During her time in the industry, she has served in a role as associate advisor for a fee-only firm. Through that role, Rose developed many skills and most importantly she learned the value of being a team player and paying close attention to detail. Her main goal is to make processes more efficient and help clients have peace of mind.

Rose was born and raised in Pittsburgh, Pennsylvania and still lives in Pennsylvania with her husband (Matthew) and their son (Max). As a family, they enjoy spending time outdoors and visiting with their relatives. Rose enjoys planting a vegetable garden in the summer, canning, baking, being involved with her church and most of all she loves being a mom.