Broker Check

Your Team

The Rosevest 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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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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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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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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