Rosemary O’Brien is a Senior Risk Management Consultant at the firm. She focuses on the asset protection needs of high net worth individuals and families, representing the elite carriers in the property and casualty insurance industry.

Rose has more than 35 years of industry experience, specializing for the past 30 years in developing customized personal insurance programs for affluent and high net worth individuals. Her experience includes working for large global insurance brokers in the areas of management, business development and service. She started her own boutique personal lines agency which was subsequently acquired by the firm.

Known for her remarkable ability to cultivate strong, meaningful professional relationships, Rose is differentiated by her extraordinary communication skills, collaborative, needs-based approach and industry knowledge. She currently holds insurance producer licenses in 45 states.

Education: B.S., Education/Math, University of Wisconsin.
Certifications: CPCU, ARM