Rosewood Family Advisors

We're #hiring a new Payroll Specialist in Palo Alto, California. Apply today or share this post with your network.

Rosewood Family Advisors is on the hunt for a talented Senior Accountant to join our team and serve one of our major clients. If you have a knack for financials, cash flow, and budget preparation, this Palo Alto-based role could be your next big move. Work closely with the Client Controller and pursue excellence in client services. https://lnkd.in/gJts9_rH

I am thrilled to share that I’ve joined Rosewood Family Advisors as their new Chief Operating Officer! As a former client, it was a true pleasure collaborating with the incredible RFA team. Their dedication to client success and commitment to excellence is truly inspiring. I’m incredibly excited to be part of Rosewood’s continued growth and contribute to their future success. I’m particularly looking forward to working closely with everyone at Rosewood. As the new COO, I’m eager to leverage my experience to help streamline operations, optimize processes, and ultimately empower the team to achieve even greater heights. Together we’ll ensure Rosewood Family Advisors continues to deliver exceptional value to our clients.

🎉 We're thrilled to welcome Mary McFadden Quisenberry, CPA, as our new COO! 🎉 The Rosewood Family Advisors team is excited to officially welcome Mary McFadden Quisenberry, CPA, as our new Chief Operating Officer! Mary brings a wealth of experience to the table, having honed her skills in accounting, finance, operations, and administration throughout her extensive career in the non-profit sector. We're particularly impressed by Mary's mid-career decision to pursue and obtain her CPA license, a testament to her dedication to growth and continuous learning. In her own words, Mary says: "I'm delighted that my path led me to joining Rosewood Family Advisors. I had the pleasure of working with Rosewood as a client for several years, and I am thrilled to have joined the exceptional Rosewood team." Mary's knowledge, strategic thinking, and collaborative spirit will be instrumental in shaping Rosewood's future success. Please join us in giving Mary a warm Rosewood welcome! #rfa #rosewoodfamilyadvisors #coo #cpa

Celebrating April Jevons, CPA and Women's History Month! We're thrilled to congratulate April Jevons, Tax Manager on passing her CPA exam! April's dedication and perseverance are truly inspiring, especially during Women's History Month. In April's own words: "While the thought of 4 exams may seem daunting and requires many sacrifices, it helps to have a timeline of each exam planned out before starting to study. That way you can stay focused and on track while also looking forward to something fun you have planned when it's over! It also helped to have the full support of my family, friends, and coworkers, who would check in with me frequently and try to ease my nerves." At Rosewood Family Advisors, we're committed to fostering a supportive environment where all employees can thrive and achieve their goals. April's accomplishment is a testament to the power of hard work, planning, and a strong support system. Congratulations once again, April! We're excited to see what you achieve next. #CPA #WomensHistoryMonth #achievement #accountant #womenempowerment #rfa #taxmanager

We're #hiring a new Philanthropy Associate in Palo Alto, California. Apply today or share this post with your network.

🌟 Celebrating Our Exceptional Team 🌟 On Employee Appreciation Day, we extend our sincerest gratitude to the exceptional team at Rosewood Family Advisors. Your dedication, expertise, and unwavering commitment are the driving force behind our success. Thank you for all that you do. Happy Employee Appreciation Day! #rfa #rosewoodfamilyadvisors #employeeappreciationday

Happy Friday!! It's a pawsome Friday here at Rosewood Family Advisors, and we're thrilled to welcome Mezziah Williams, Senior Tax to the team! With 4 years of experience tackling intricate tax challenges, from local to international, Mezziah's expertise is unmatched. But it's not just his tax prowess that makes him a great fit - his passion for building strong client relationships is truly inspiring. Why Mezziah chose Rosewood: "Rosewood resonates with the professional and personal ethos I hold dear in relationship building. The team's warm embrace and collective thirst for knowledge seamlessly aligned with my values, making it an organic fit." Fun Facts - Beyond the spreadsheets: ️ When Mezziah isn't deciphering tax codes, you can find him perfecting his swing on new golf courses or enjoying adventures with his two adorable Australian Shepherds, Major and Tazo, who are the undisputed kings of living their best lives. Join us in welcoming Mezziah to the team. #rfa #rosewoodfamily #seniortax #familyoffice #

Thank you for 1,000 followers! 🎉🥳 We are thrilled to announce that Rosewood Family Advisors has hit a milestone of 1,000 followers on LinkedIn! We are so grateful for your support and engagement. Our professionals are here to help you define and meet your financial goals. We provide a diverse range of family office services, including tax compliance, bill pay and expense management, philanthropic advising, and estate planning. Our integrated suite of services are customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. If you are not already following us, please give us a follow to stay up-to-date on the latest news, and to learn more about Rosewood Family Advisors' new opportunities. 🚀💰📈🏆 #RosewoodFamilyAdvisors #1000Followers #ThankYou #rfa #FamilyOffice

Rewind to Oregon State University's Meet the Firms Event! We had a blast connecting with so many talented students at OSU's recent Meet the Firms event! The turnout was incredible, and the energy was contagious. It was fantastic meeting with future financial powerhouses who are curious about internships or full-time careers. Speaking of future careers, this event held special significance for us because it's where we met Joshua Rosado! Last year, we encountered him at his campus (University of Oregon) event, saw his potential through an internship, and now, we're thrilled to have him thriving as a full-time employee. His success story is a testament to the incredible talent we encounter at these events and our commitment to nurturing future leaders. Bonus news: With our exciting new location in Bend, OR, we're even more eager to connect with brilliant minds in the PNW! We value fostering connections and opportunities for future possibilities. ✨ The students' engagement truly impressed us. From insightful questions to genuine interest in our company and the future, it was an inspiring exchange of ideas. The proof is in the swag: we started with a table overflowing with goodies and information, and by the end, it was practically bare! That's what we call a successful day! Looking forward to connecting with more talented individuals at future events! Thank you Oregon State University for hosting us. #rfa #rosewoodfamilyadvisors #bend #oregon #osu #accounting #tax #interns