Broker Check

Karen L. DeRose, CFP®, CRPC®

President and Managing Partner


"My passion is listening to clients and translating their wants, needs and values into a plan that builds and preserves their wealth over their lifetime. This leads to a long-term relationship as we create the life they value and the...

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Anthony F. DeRose,



“I grew up in this business, and I have a truly great mentor who has taught me the value of financial planning. I now have the ability to see that value translated to the faces of our clients.” Anthony, an Associate Planner...

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Nicole L. Velazquez

Practice Manager



"Client service is what makes my job interesting. People will call with a question, a need or a concern. If I don't know the answer, I make it my mission to find out and respond to them as quickly as possible. It's a great feeling to...

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Katie K. Westphal

Financial Planning Assistant


"It is a joy to work with such hardworking and dedicated people. Having the opportunity to contribute toward our clients’ financial futures is a very gratifying experience.” Katie has come to DeRose Financial Planning Group...

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Michela Shipinski

Financial Planning Assistant


“I believe there is tremendous value to being committed and dedicated to whatever you do. I value our clients and am dedicated and committed to giving them the best service possible.” Michela has over 15 years of banking...

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Nicholas C. DeRose

Director of Financial Planning


I aspire to guide clients to reach new heights in their lives – take that bucket list trip, create career opportunities for their children, retire early and maximize time with loved ones. I believe that begins by improving and...

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NinaMaria D. Byrd, CFP®

Senior Financial Planning Coordinator


“Everyone has goals that they want to be able to achieve for themselves or those closest to them whether it is funding their children’s education, growing their wealth, retiring when they want to, or having the ability to...

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