Rose Koch, MBA, CFP^®

CERTIFIED FINANCIAL PLANNER^TM Professional

Like a behavioral coach, Rose guides clients through financial currents in life, much like a captain navigates a ship on the ocean to safe harbor.  For more than 20 years, she is a positive difference in clients’ personal financial lives, combining professional advice with deep understanding of clients’ unique situations that enables peace of mind around financial decisions.

Rose Koch is managing partner at Sanum. After earning a BA from The College of Wooster and MBA from Vanderbilt University, she spent several years in corporate finance prior to joining the firm full-time.

Recently, she completed requirements for CERTIFIED FINANCIAL PLANNER™ (CFP ^®) certification.  CFP ^® professionals have met CFP Board’s high standards for education, examination, experience and ethics. The designation reflects competence and commitment to ethical delivery in financial planning services.

Rose focuses on Retirement and Income Planning, Investment Management and Estate Preservation (including family farms / transitions) as well as Retirement Plans for small businesses. She holds Series 7 and 66 securities licenses along with the Minnesota Life, Accident & Health Insurance license.

Rose is married to Dennis Koch. They are proud parents to two adult daughters, Anastasia and Natalie. Rose enjoys hiking, canoeing and gardening. She has completed 10 half marathons.