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About Us

What makes us, us.

Mission Statement

Rosevest is a multi-generational, family-owned and operated, financial advisory firm predicated on four key foundations; family-first, purposeful action, balance, and elegant solutions. Utilizing these founding principles, our mission, as an organization is to act as a trusted confidant to successful executives and families, and to help our clients and our community in “tuning out the noise” of the financial world. It is our intention that each and every individual and family we assist is left in a better position than when they started. We encourage all clients to live a life of balance and purpose, partnering with our firm as their chosen advisor for investment and planning responsibilities. By fostering meaningful, long-term, mutually beneficial relationships, we can guide our clients through their financial lives and act as a trusted partner when they must make life’s toughest decisions. At Rosevest, helping others isn’t our work, it’s our Purpose.

Vision

We envision financial literacy enjoyed by everyone. By setting proper expectations, taking thoughtful action towards our goals, and encouraging each person we meet to strive for prosperity, we work towards a better and brighter future. We uphold the highest moral and ethical standards, pushing clients, families, partners, and our team towards living a balanced and deeply fulfilling life.

Meet Your Team

Jake Guttman, FSCP®

Founder & CEO

(480) 951-5300

jake@rosevestfinancial.com

Experience matters. Credentials matter. Connection matters. When selecting an advisor, every client should feel at ease and confident in their decision. Knowing that the advisor has extensive education and credentials, as well as years...

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Shawn Fitzpatrick

Director of Client Care

(480) 951-5300

(602) 997-2345

shawn@rosevestfinancial.com

Shawn brings over 19 years of administrative experience to Rosevest Financial, including 18 years in the financial services industry. She passionately assists clients, conducts excellent customer service, compliance management and...

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Joy Audet

Client Relationship Manager

(480) 951-5300

joy@rosevestfinancial.com

Joy joined Rosevest Financial in 2019 with a background in marketing, communications, public relations, and political advocacy. With extensive industry experience in campaign finance, credit unions and higher education, Joy leads in...

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Our Partners

James D. Hoyt, CPWA®, CFS®

Founder and CEO Ascendant Financial Solutions

Tamara Kinney

Compliance Officer

A Flagstaff native and NAU graduate, Tamara chose to remain in Flagstaff to enjoy the amazing outdoor recreation in Northern Arizona and the cultural opportunities of a university town. She joined the Ascendant team in 1998. She...

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Beth Macedo

RIA Client Service Specialist

Beth came to AFS in 2015 and is located in our Phoenix office. 2017 marks three decades of her specializing in the financial services industry. She first started in the Phoenix brokerage office of Transamerica where she learned the...

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