Tuesday, October 31, 2017

Julie Drummond, industry veteran, hired by Rose Street Advisors

Kalamazoo, MI – The Principals at Rose Street Advisors are excited to announce the hire of an industry veteran to their team. With over 35 years of employee benefits experience, Julie Drummond recently joined the firm as Employee Benefits Relationship & Retention Specialist. In this role, she will be responsible for large group (100+) sales, retention and renewals for clients and prospects who provide self-funded healthcare benefits to their employees.

“We are thrilled with the opportunity to work alongside Julie on a daily basis. Our team is committed to providing clients with incredible service and creative solutions from a true partnership mentality, which happens to align perfectly with how Julie has served clients throughout her career,” said Rob Hunt, CEO of Rose Street Advisors. “She loves working with people. Julie is passionate about solving problems, finding solutions and bringing value to clients by helping them find the most cost-effective and impactful benefits for their employees.”

“I am excited and honored to join the Rose Street team. In addition to providing unparalleled service, my goal in working with a client or a prospect is to educate them on the various out-of-the-box solutions to employee benefits. I’m thrilled to be joining a team that fosters a holistic approach to customer service—looking at the big picture—seeing where the holes are and filling the gaps,” said Julie Drummond.

The now fifteen-person employee benefits team at Rose Street Advisors is constantly innovating and challenging the status quo to find the best results. Whether an employer is looking for a new, streamlined way to administer benefits and engage employees (like Maxwell Health), could use some insight in determining the best funding option (fully insured vs. self-funded) or needs a bit of creativity when designing a benefits plan, their #1 goal is serving the client.

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.


Julie Drummond


Robert E. Hunt II
Principal & Chief Executive Officer