New Business Coordinator
Annette has been with Larry Rosenthal and the Rosenthal Wealth Management Team for about a decade and a half and served in most support areas of the firm. She initially came on to coordinate special events and later moved to receptionist. After a year she progressed to mortgage processor and two short years later she was a full time Administrative Assistant. Her position involves all aspects of the firm’s day -to - day operations to include processing new business and active accounts, tax documentation, account rollovers, defensive planning coordination along with the many additional RWMG hats she frequently wears.
Annette is a Northern Virginia native. She has 5 grown children and lives with her husband of 31 years in Manassas, Virginia.
For the past decade, Linda has served as a vital member of the Rosenthal Wealth Management Group. She is gatekeeper to all incoming and outgoing communications at our firm’s headquarters. Additionally, Linda manages schedules and logistics for RWMG’s senior members and also handles support for special events.
When Linda is not in the office you will generally find her spoiling her 4 beautiful granddaughters or gardening on her farm in Catlett, Virginia.
Client Service Specialist
Ami is a recent member to the RWMG Family. She has relocated from Florida to the Northern VA area and brings with her a wealth of knowledge on backoffice processes. As a member of our team she will be a liason between our Agents – back office support and Clients. When Ami is not in the office she enjoys spending time with her family, listening to music and cooking.
Clients Services Specialist
Chris was brought aboard the team due to his background in sales, marketing, client support, and information management. The path to bring him here began in his early years as a motocross racer. His regional recognition in the sport prompted local dealerships to recruit and train him in sales and marketing. As his skills and responsibilities increased, Chris moved to the financial side of the business where he found the perfect fit. With the dealership’s limited finance opportunities, he decided to make the leap to a full-service financial planning firm. The RWMG looks forward to being part of his financial services progression
Chris and his beautiful wife, Charity resides in Midland, Virginia. They both serve as Youth Pastors for The Sound Church in Haymarket.