Rose Mary Halvorsen
Executive Assistant to Jeff Hamblen
Years of experience: 30+
Designations: Series 6 & 63 Licenses held with LPL Financial
Education: University of Dayton, B.S.
Areas of Expertise: Client Service
Rose Mary serves as Executive Assistant to WFG Partner Jeff Hamblen. She is responsible for the day to day operations of Jeff’s practice area including managing client requests and scheduling client investment review meetings. Rose Mary has been instrumental in helping WFG earn a reputation for exceptional client service.
Fun Fact: Rose Mary loves to travel and has visited more than 30 countries.
Personal Information: Rose Mary and her husband Olaf live in Sterling, Va. She enjoys spending time with her family, especially her grandchildren.