Rose Koch is our newest Financial Adviser. After earning a BA from The College of Wooster and MBA from Vanderbilt University, she spent 20 years in corporate finance prior to joining the firm full-time in 2008.
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 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.