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The Rosner Financial Team

Behind every conversation, plan, and recommendation is a team dedicated to serving others with integrity and care. From our advisors who guide financial strategy to the staff who support each step of the client experience, every member of Rosner Financial plays an important role in delivering the attentive, personal service our clients value. We invite you to meet the people who make our work possible.

Meet our Advisors

Behind every plan is a trusted relationship. Our advisors bring experience, insight, and a shared commitment to putting people first in every conversation. As a collaborative team, we work closely with one another—and with you—to provide thoughtful guidance tailored to your goals. We invite you to learn more about the advisors who are dedicated to helping you navigate your financial journey with clarity and confidence.

Mea Rosner

Mea Rosner

Wealth Advisor, ChFC, CASL

(315) 775-8755

Samuel Rosner

Samuel A Rosner

Investment Advisor Representative

(315) 775-8755

Solomon Rosner

Solomon Rosner

Client Service Associate

(315)681-3355

Brooke Forney

Brooke Forney

Branch Compliance Administrator

315-775-8755

Meet Our On-Site Team

Our on-site service team is often the first voice you hear and the steady presence behind every interaction. They ensure that your experience with Rosner Financial is seamless, responsive, and personal—handling the details, answering questions, and providing the day-to-day support that keeps everything moving smoothly. Their dedication helps turn financial guidance into a truly supportive relationship.

Becca Connell

Becca Connell

Administrative Service Manager

Kara Pitkin

Kara Pitkin

Branch Operations Specialist

Brooke Forney

Brooke Forney

Branch Compliance Administrator

315-775-8755

Meet Our Off-Site Team

Behind the scenes, our extended off-site service team provides the additional expertise and operational strength that support our advisors and clients alike. From technical resources to specialized support, they help ensure that every recommendation is implemented thoughtfully and efficiently. Together, our full team works as one—so you receive comprehensive care at every step.

Kimberli Fleck

Kimberli Fleck

Regional Director

Amy Sanor

Amy Sanor

Financial Planning Specialist

David Rosenblatt

David Rosenblatt

Director of Investment Strategies

Lorraine Ort

Lorraine Ort

Operations Manager

Brooke Forney

Brooke Forney

Branch Compliance Administrator

315-775-8755

Connect With Us.
Empower Tomorrow.

Every meaningful plan begins with a conversation. Whether you’re ready to take the next step or simply have questions about where to begin, we’re here to listen and guide you forward. Share your information with us or give our office a call—we look forward to scheduling a time to meet and explore how we can help you move confidently toward tomorrow.

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