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Alan M. Roseman |
Alan Roseman joined the firm in July 2006 after
spending the first year of his career with KPMG in Dallas. He
graduated from Baylor University in May 2005 with a Bachelors degree
in Business Administration and a Masters of Accountancy. Alan
received his CPA license in April 2006 and is a member of the Texas
Society of Certified Public Accountants, the American Institute of
Certified Public Accountants, and the East Texas Chapter of
Certified Public Accountants. As a CERTIFIED FINANCIAL PLANNER™ (CFP®)
practitioner, Alan specializes in personal financial planning and
wealth management. This service line is offered through Alan’s
affiliation with Bridge Wealth Management, LLC, one of East Texas’
premier financial services firms. For more information, please visit
www.bridge-wealth.com. Also, please
click the PDF below to access Alan’s monthly “Bridging The Gap”
financial newsletter.
Alan was born and raised in Tyler and is thrilled to now be living
and working in his hometown. He is happily married to the former
Ashley Sherman of Tyler, and they are the proud parents of two
active sons, Caleb and Truett. They enjoy spending time with family
and friends as well as serving the Lord in various ministries
through First Baptist Church, Tyler. In his free time, Alan loves
playing golf, watching sports, cooking out, and traveling.
Alan’s Monthly Financial Newsletter
Securities and Investment Advisory
Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC.
Bridge Wealth Management is a member of PartnersFinancial, an
affiliate of NFPSI. Bridge Wealth Management and NFPSI are not
affiliated. Prothro, Wilhelmi & Co. is not affiliated with Bridge
Wealth Management, LLC. Neither is Prothro, Wilhelmi & Co.
affiliated with NFPSI. NFP Securities, Inc. does not provide legal
or tax advice and is not a Certified Public Accounting firm. |
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