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John addresses the obvious right away: it’s not just him anymore, and everyone should get used to seeing Jake because he isn’t going anywhere. In this episode, John welcomes longtime friend Jake Doser as the newest partner and Financial Advisor at Rosewood Wealth Management. They share how the partnership came together and how the move creates new opportunities without changing the personal experience clients have come to expect. Plus, Jake offers an update on the whirlwind family journey from Connecticut to North Carolina.

Here’s what we discuss in this episode:

🛣️ Jake’s Journey and Background

🏀 Jake learns quickly about Carolina’s “different shades of blue”

🤝 Client Interaction and Team Dynamics

👶 Personal Updates and Family News

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://meetwithjohn.com

Check us out on YouTube: https://bit.ly/46RaLvL