Richard RosenbaumRichard Rosenbaum is the president of Rosetree. He has been a practicing Certified Public Accountant since 1975. He is a former partner in one of the world’s largest accounting firms.

Unlike most accountants, Richard also has an MBA from the University of Chicago. He has an extensive background in managing, as well as being an advisor to a wide range of businesses. He has specialized in advising small business owners since 1991.

It is this combination of business acumen, combined with over 35 years experience as a CPA, seven years as an investment advisor representative and seven years as an insurance agent that makes the approach of Rosetree different from other firms in the market today.