Summit Financial Resources, Inc. - Karl W. Rosenberger

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Michael Aloi
Frank Araneo *
Carmen Armenti *
Robert Armstrong
Michele S. Babakian
Brian Barthold
Lawrence M. Bell *
Christian Bonnesen
Michael Caputo
David Chepauskas *
Michael Conway *
Kenneth Durfee *
Gregory Esposito
Keith Fahrman
David Fischbach *
Brad Gano
Anthony Granato
John M. Gregory
Donald Gross
William B. Gundrum
Gary Hager
Nicholas Houmis
Robert L. Iola, Jr.
Gregory Jandoli *
Wally Jandoli
Stuart Lantz
Benjamin Lechtman
John LeRoy
Steven W. Lieberman *
Victor D. Maccagnan
Michael MacDougal
Paul Mascia
Herb Millman

*=Principal

Richard B. Millus
Andrew Moss
Vincent Neuman
Brian A. Nolan
William O'Brien
Mark O'Leary
Gerald Olsen
Peter O'Neill
Andrea Orlando
Alex Panas
John Pappadopoulos *
Vincent A. Parisi
Ronald Praught
Bruce L. Resnik
Kevin Rex*
George Rioseco
Eric K. Rosenberger
Karl W. Rosenberger
Salvadore R. Salvo *
Richard Samara
Lawrence D. Schuffman
Louis T. Scipione
Daniel C. Singer
Martin L. Singer *
Brian Snerson
Joseph W. Spada *
Madelyn C. Spada
Christopher Stappas
Thomas Stappas
Jeffrey Susskind
Frank Vanore *
David Xi

Karl W. Rosenberger

Years Experience: 15

Family Wealth Planning LLC
a division of Summit Financial Resources, Inc.
Raritan Plaza III, 2nd Floor
101 Fieldcrest Avenue
Edison, NJ 08837
Tel: 732-510-1600 Direct Line: 732-510-1650
krosenberger@sfr1.com
www.sfrfamily.com

Main Office:
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
973-285-3600

Specialization:
• Comprehensive Family Wealth Management
• Business Succession Planning
• Estate Planning
• Investment & Retirement Planning

Business Experience:
• Founder of Family Wealth Planning, LLC
• Serving affluent business owners, professionals
  and retirees
• Has hosted several seminars on business succession   and estate planning
• Former Vice-President of Sagemark Consulting
(a Lincoln Financial Company)
• Member of the Utility Transport and Contractors
  Association

Personal:
Karl lives in Scotch Plains, NJ with his wife Elaine, three children, Eric, Brian and Tina Marie, and three nephews, William, Joseph and Brian. He enjoys scuba diving and relaxes while bass fishing at his Maine vacation home.