Rose Street Advisors is an independently owned advisory firm offering financial, benefit, insurance and human resource consulting services. Rose Street Advisors has been headquartered in Kalamazoo since 2010 and is a member of the exclusive M Financial Group. Following a successful ownership transition, Rose Street Advisors is owned by three equal partners: Robert E. Hunt II (CEO), Terri Lahr (COO) and John Schuemann (CSO). Rose Street Advisors believes that clients deserve expert advice and a focused approach to best navigate an increasingly complex business environment. Due to that belief, advisors at RSA are experts in their field of discipline and lean on other experts within the firm to collaborate and serve the needs of clients.
Rose Street Advisors has a rich history in the greater West Michigan marketplace and a fixture in downtown Kalamazoo with a physical presence in the area’s historical Salvation Army building built in 1929. Started as an independent insurance agency in 1940, the firm was ultimately acquired by a series of regional banks, with the last being National City Bank and PNC Bank. In 2010, one of the original owners of the firm prior to bank acquisition purchased the firm back from PNC Bank and re-established the firm as Rose Street Advisors. There has been a continuity of client relationships that endures to this day; in some instances, Rose Street Advisors is serving the 3rd and 4th generations of family-owned businesses and their employees.
The Rose Street story begins decades before our doors ever opened for the first time. In 1940, Robert Scott, an insurance agent with Connecticut Mutual, sold life insurance policies to a husband and wife that would make an impact on their family still to this day.
In 1948, the unexpected and untimely death of the husband resulted in a claim on the insurance policy purchased only eight years prior. The proceeds from this policy helped his wife raise their son and pay for his college education. The young man, being inspired by his parents’ wisdom in purchasing the life insurance policy, committed his career to the business and perfected his craft under the wings of some of the best in the industry.
This young man is Rose Street Advisors’ founder, Principal and CEO Emeritus, Erwin “Butch” Doerschler.
Doerschler first joined the Scott Agency after graduating from Western Michigan University and then, in 1987 under the name of Scott, Doerschler, Messner & Gauntlett (SDMG), he and his partners built a talented team focused on planning for the future to impact the lives of others who may end up finding themselves in an unexpected situation. Throughout a series of mergers and buy-outs, they operated within companies like First of America, National City Bank and PNC.
The dedicated advisors at Rose Street are passionate about taking care of the client in both traditional and non-traditional ways. From managing employer-sponsored healthcare and retirement plans, to working with business owners and key executives on financial and leadership succession; to managing individual investment portfolios and utilizing life insurance to strategically offset estate tax burdens, they work collaboratively, collectively and cohesively. After understanding the challenges, opportunities and risks with each individual client, the team strategizes together and tailors a plan to fit their needs.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
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This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. CA Insurance License. File #5757992.1