Gary specializes in personalized retirement and works with clients on their estate planning needs, in addition to employee benefit planning for small/medium businesses and professional markets. As a financial professional and benefits...
As a Certified Financial PlannerTM, Brian Rosenbaum specializes in portfolio design and customized retirement income distribution strategies. In addition to investment planning, Brian works to help clients understand their personal...
New Business Operations and Customer Service Administrator
Kia is the Director of New Business Operations for Melnick Rosenbaum Wealth Management. She primarily focuses on establishing relationships with clients and processing all new business. In addition, Kia helps contribute...
Health Insurance Account Manager
Stephanie implements new business and service renewals. She also assist clients with questions pertaining to their health coverage, billing, and general service matters. Before joining Melnick Rosenbaum, Stephanie was a dedicated...
Securities Processing and Customer Service Administrator
Cici Chen joined Melnick Rosenbaum Wealth Management (MRWM) in 2022 as a SecuritiesProcessing and Customer Service Administrator and brings with her over 11 years of financialservices experience to the team. Cici is a customer-centric...