Our Team
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...
Shannon is the Client Service Specialist for Gary Melnick and Brian Rosenbaum. She holds a Maryland Life & Health License and is Series 6 registered. Her focus is on providing concierge level service for clients. In addition to her...
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...
