Michael Rozovics is dedicated to serving our retirement plan clients, providing due diligence, advice and guidance on plan design and investments, services, fees, employee education and fiduciary compliance.
His goal is to help ensure that every client has access to the most suitable retirement plan investments and services at a reasonable cost, and that every employee has an opportunity to “retire their way.”
Michael holds Series 7 and 66 securities licenses and insurance licenses. He has worked in the retirement plan industry since 1997 and joined our team in 2013. During his career, he has been a financial consultant at Wells Fargo Advisors and a vice president at Prudential Retirement.
Prior to working in the financial industry, Michael served as a military officer in the United States Marine Corps. He earned an MBA from Capella University in Minneapolis, Minnesota, and a bachelor’s degree from Lawrence University in Appleton, Wisconsin.
Michael was born and raised in the Chicago area and lives there today. Outside of work, he enjoys spending time with his son and daughter, coaching youth sports, playing guitar, songwriting, golf, tennis and travel. He has lived in Illinois, Wisconsin, Minnesota, Virginia, Oklahoma and California, and traveled to Europe, Asia, Africa and the Middle East.