Rosemarie Borson began her career as a Financial Advisor in 1992, working as a Certified Financial Planner (CFP) and advisor until 2008, when she took a break to focus on her family. She and her husband, Jim, are proud parents of two children, Jacqueline and Christopher.
After working part-time as a bookkeeper for several years, Rosemarie joined Aros Asset Management in 2021. In 2024, she became fully licensed to serve as an advisor once again. Rosemarie and Shelly have been friends since 1993, when they met as Financial Advisors, and she is thrilled to be working alongside Shelly, her team, and their clients.
Both Rosemarie and Shelly take a client-focused approach to financial planning and are passionate about helping clients achieve their goals while educating them on all aspects of their financial lives.
If you ever have questions about your plan or about specific products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.