FOR IMMEDIATE RELEASE
Monday, April 29, 2019

David Sherwood and Julia Munson added to the team at Rose Street Advisors

Kalamazoo, MI – Today, Rose Street Advisors officially announced the hiring of two new team members, adding to the firm’s strong reputation of knowledge, experience and dedicated client service.

After more than 20 years of experience in trading operations at the Chicago Mercantile Exchange, David Sherwood joins the Life Insurance team as an Advisor. His reputation within the financial services industry is built on a wide range of expertise; from experience trading complex derivatives to managing the operations of multiple business ventures. In his new role, Dave will work with individuals and organizations to plan for future transitions utilizing life insurance through M Financial in thoughtful, strategic and tax-efficient ways.

Joining the Investments team is Julia Munson as a Client Service Representative. Julia has 5 years of experience supporting retirement plan sponsors and participants. Like Dave, Julia has an incredible passion for helping clients define and plan for their retirement goals.

“We’re thrilled to have Dave and Julia as part of the Rose Street family. Along with proven skillsets, they all bring an incredible passion, energy and heart for their clients,” said Rob Hunt, Chief Executive Officer of Rose Street Advisors.

To learn more about David Sherwood or Julia Munson to connect with any of our advisors, visit www.rosestreetadvisors.com.


About Rose Street Advisors

At Rose Street Advisors, our team of experts is dedicated to helping people plan for and maintain a bright future. We work hand-in-hand with our clients—business owners and their leadership team, affluent families and high-income professionals—to reach their financial goals all under one roof.

For more than 75 years, our firm has been dedicated to putting people first. Through our comprehensive approach, we advise on employee benefits, life insurance, investment management and retirement plan strategies to ensure that our clients, their families and employees are well-taken care of both today and for generations to come.

As the only West Michigan member of the M Financial Group, we’re proud to offer our clients proprietary products that have the “M” advantage of lower pricing and increased service as a result of this prestigious partnership.

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Contact

Robert E. Hunt II
Principal & Chief Executive Officer

269.552.3200
Email