
Office Administrator
Rosanne has worked closely with William since 2006, providing extensive business experience to the team. She is responsible for supporting William and Deb in delivering a great client experience and plays a critical role in the functioning of the firm. Rosanne also executes successful client events and all anniversary, birthday and holiday recognition. Her background enables her to anticipate issues before they arise, and her problem-solving skills resolves them quickly and efficiently. Loved for her can-do attitude, she is admired for her ability to “cut to the chase” and address your needs in a professional and effective manner. Rosanne keeps everyone honest and makes certain that nothing has been overlooked.
Rosanne graduated from Antioch College with a BS in Business Administration.
I love that our clients are always appreciative of what we do for them and let us know how much they value working with us. The camaraderie among our team members also extends to our clients. I feel very lucky to love what I do, and I get to use my extensive experience! More importantly, I get to share in the positive impacts on our client’s lives and the people and causes they care about.
While I thought I had a fairly decent understanding of financial matters due to my previous business experience, my nearly 20 years with William has dramatically expanded my financial knowledge. I have become much more comfortable working with computers and no longer afraid of the “blue screen of death”. I’ve also learned more patience – something difficult for an east coaster!!
While it might not be superhuman, I would choose to be a world class ballroom dancer. Or I would like to be able to fly – not in a plane but like Superman!

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