Rosa headshot

Rosa

Senior Investment Assistant

Rosa has been with Public Retirement Solutions, Inc. since December 2021. As Senior Investment Assistant Rosa handles investment document preparation, account status updates, account information changes, distribution requests, 529 plans, and Solo 401(k) plans. Rosa brings two years call center experience with her to PRS, Inc. Her favorite part of working with Mikki is the emphasis and investment that Mikki has placed on growth and development for her Team through coaching, team lunches, and retreats. Outside PRS, Inc., Rosa can be found spending time with Wednesday, her German Shepherd Dog.

*Not registered with LPL Financial