Providing 25 years of customized benefits for companies and their 1099 independent contractors
About Our Team
We respect and believe every company has different needs and will collaborate with you to create a unique plan customized for you.
We have been customizing benefit solutions for companies for over 25 years and our parent company Rosenbaum Financial is considered the thought leader for income protection solutions for companies with independent contractors.
Our team has the breadth of knowledge required to understand your multifaceted needs and help you developed a comprehensive strategy.
We provide a complete turnkey benefits package for companies from plan customization, professional enrollment and on-boarding, claim assistance, benefit plan administration, as well as our value added enhancements tailored for all professionals.
TEAM OF EXPERTS
Mark RosenbaumPresident & CEO
Mark began selling life insurance while a student at Lewis and Clark College in Portland, Oregon. In 1977, he entered into the financial services industry part time and has been in the industry ever since. In 1982, he and his father created the partnership known today as Rosenbaum Financial, Inc.
Mark has earned numerous honors and awards throughout his career locally and nationally, most recently being awarded the National Association of Insurance and Financial Advisors 2015 Oregon Senior Agent of the Year Award for outstanding leadership to the industry and community. He is also a Life and Qualifying Member of the Million Dollar Round Table and a member of the prestigious Top of the Table, which is an exclusive forum for the world’s best life insurance and financial services professionals – committed to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
As President and CEO of Rosenbaum Financial, Mark is responsible for the overall financial success of the firm’s clients and the company. The firm’s annual compounded growth rate of 8.5% for the last decade is a testament to the confidence and trust of our clients. Virtually all our new clients come to the firm as referrals from existing clients.
Our clients expect the highest standards of performance and service within a warm and welcoming environment. Our team’s top objective is understanding our client’s needs and expectations. There are no “cookie cutter” approaches to our work and there are no short cuts to maintaining and growing long term relationships. It requires care on the part of our team and deep knowledge of our clients’ needs and goals.
Rosenbaum Financial has access to the latest software and analytical tools in the industry. With a dedication to diverse investment opportunities, we have developed a proprietary approach to analyzing, making and adjusting our investments. The RF approach focuses on risk-adjusted returns and carefully matches risk and reward profiles for each clients’ individual and inter-generational objectives.
Rosenbaum Financial seeks ways to provide leadership and service to our community. Fred lived this expectation and he serves as an inspiration as we continue this work.
Mark is a board member and past Chair of the Portland State University Foundation Board and board member and past Chair of the Tuality Community Hospital board in Hillsboro. He also serves as a board member and past Chair of the Camp Rosenbaum Fund.
He is the former Chairman of the Portland Development Commission and past Chairman of the Multnomah County Commission on Children and Families. He began his community service as a board member of the Oregon Region of the National Conference of Christians and Jews serving as Co-Chair from 1983-86. He has also served as President of the Jewish Family and Child Services, Vice Chair of the State of Oregon Welfare Review Commission and co-founder of Oregon Mentors.
Kim Rosenberg, CFP®Managing Principal
Kim has a diverse and full background of life experiences that allow her to connect personally with each and every one of her clients. Her approach is at all times to put herself in a client’s position and answer the following question: “Knowing what I do about markets, strategies and risks, what would I do for your family to meet the identified objectives, if I was in your situation?” Her goal is to support clients for life.
Kim began her professional career in Washington, D.C. working as a member of Congressman Les AuCoin’s legislative staff. She came back to Oregon to work for the Oregon Health Care Association and shortly after her driven success with the legislature, Kim left to help run Pizzicato, her family’s business, and take time off to raise her three children.
In 2008, Kim joined the team at Rosenbaum Financial. Her personal approach to family and small business planning has helped Kim to a loyal and fast growing client base. As an experienced owner of a family business, and a widow, she empathizes with her clients’ real-world challenges and truly connects with each individual. As a seasoned advisor, she develops a plan and works side by side with the team at Rosenbaum Financial to bring in experience of all types of planning to provide her clients with total solutions to their needs.
Kim is a Qualifying member of the elite Million Dollar Round Table, which is an exclusive forum for the world’s best life insurance and financial services professionals. She continues to maintain key relationships with professional business members in Portland working together so that she can provide the best overall client experience.
She has a strong commitment to the community and has previously served as Vice President of the Board of Directors of the Jewish Federation of Portland, Development Chair of the Diabetes Advisory Council at the Harold Schnitzer Diabetes Institute at OHSU and Cedar Sinai Jewish Health Center board.
When Kim is relaxing and spending some time for herself, she can be found working on writing her first book, “How to Talk to Your Parents about their Money”.
Jenni EngGroup Insurance Specialist
I support Rosenbaum Financial clients and the RFI team to ensure goals and objectives are exceeded in the areas of Insurance and Operations. Rosenbaum Financial is uniquely client focused, as am I. My role within our Insurance and Operations Department allows me to facilitate many of the key areas that give our team the opportunity to remain innovative and affective toward this purpose.
Working with both individuals and groups, I provide specialized attention to detail, and my goal is to always provide superior service – an experience that will not be forgotten!
As a Portland State University graduate, I wanted to be part of a team who also has a passion for community outreach and serving others and I found the perfect fit with RFI. When I’m not working, I volunteer many hours with the Oregon and SW Washington Chapter of the ALS Association.
In honor of my uncle, every September my family and I participate in the annual Walk to Defeat ALS, which I am proud to have helped organize over the years. In addition, I am pleased to be able to volunteer at the association’s largest local fund raising dinner and gala.
Emily RichardsonAdministrative Assistant
Emily is the first point of contact you’ll meet when you visit or call our office. She supports our agents and clients with any administrative work that needs done, as well as planning all client and staff events.
She moved to Portland in 2015 after growing up in Idaho and has been with our company since 2017. She has brought unique experience to the team from previous jobs in the Real Estate and Hospitality industries.
In her free time, she can be found exploring Oregon with her dog, Max!
I can't show houses anymore, so this has made a tremendous difference in paying all my bills, especially extra medical bills. I'm grateful for having this program.
I was so thankful that our company presented this disability insurance opportunity for us a couple years ago just in case I'd ever need it. My knee just kept getting worse and worse, and now, 6 ½ months from surgery, I can finally say that I'm on the mend…am not limited like I was before, and can enjoy my life and grand kiddies again. And, the best is, I don't have to abandon my career in real estate…it was getting pretty scary for a while
The disability program flat out saved me. When you work on commission, the money stops quickly when you can't work. You never know if you are in an accident or doctor's visit away from disability. I am never going to leave my agency because of the great benefits, especially the disability program. You do not think how important disability insurance is until something happens.