LA TRESE ROSEBY

La Trese is the financial coordinator and client service manager for the firm. Joining our firm in 2005, La Trese has implemented excellent quality assurance procedures to ensure on-time precise service to our clients. She facilitates the processing of all client requests, processing daily trade settlements, disbursements, applications, new accounts, reports, life insurance and other special projects. 

La Trese plays an integral role in the logistics of obtaining life, health, disability and long-term care insurance along with helping in the coordination of employee benefit planning. She has a keen understanding of the interplay between the client application and the underwriting responsibilities. 

La Trese is the liaison between the office and the accounts department of our selected managers as well as our Broker Dealer, Royal Alliance, Inc. La Trese can always be counted on to provide that extra measure of assistance when the occasion arises. 

La Trese comes to us with years of experience within the employee benefit, retirement planning and insurance markets, working many years with Cedars Sinai Medical Center. La Trese was born and raised here in Los Angeles, CA and enjoys spending her free time with family and friends. Her other interests include reading, shopping and staying active with her Church.