Sarah Graff is a financial advisor at RoseCap Investment Advisors, LLC with a Series 65 designation and four years of industry experience. She previously worked for 14 years at Alpine Banks of Colorado before joining RoseCap in 2022. RoseCap serves a mix of individual and institutional clients, including families, trusts, businesses, and retirement plans, providing discretionary asset management and financial planning. The firm employs a goal-based investment approach focused on broad asset-class allocations, primarily using ETFs, and offers both high-touch private client services and lower-cost investment programs.

Ethan Corman is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at RoseCap Investment Advisors, LLC since 2013, with a brief tenure at Lockheed Martin Corp. and the Army Contracting Command. RoseCap serves individual and institutional clients with discretionary asset management and financial planning, employing goal-based advice focused on broad asset-class allocations primarily through ETFs. The firm offers tailored service tiers and incorporates proprietary quantitative models alongside fundamental and technical analysis.

Heather Holtzinger is a CFP® with 12 years of industry experience, currently serving at RoseCap Investment Advisors, LLC in Denver, CO. She previously worked for 13 years at Grandview Investment Advisors, LLC and is in the process of winding down Grandview Capital dba Grandview Investment Advisors. RoseCap serves individual and institutional clients, providing discretionary asset management and financial planning through a goal-based approach focused on broad asset-class allocations. The firm utilizes proprietary quantitative models alongside fundamental and technical analysis and operates two service tiers to meet varying client needs.

Matthew Rosenberg is a Series 65-licensed advisor with 15 years of industry experience. He has worked at Rosenberg Capital Advisors since 2008, accumulating 18 years of career experience. Outside of his advisory work, he operates M. Rosenberg Consulting, LLC, a small business focused on consulting and real estate services. RoseCap Investment Advisors, LLC serves individual and institutional clients, including families, trusts, businesses, and retirement plans, providing discretionary asset management and financial planning. The firm employs goal-based investment strategies centered on broad asset-class allocations, primarily using ETFs, and offers both higher-touch and lower-cost service tiers.