Home » About » Meet the Team » Rose Mary Halvorsen
Rose Mary serves as Executive Assistant to Executive Vice President 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 HUB Retirement and Wealth Management (formerly Washington Financial Group) earn a reputation for exceptional client service.
Rose Mary and her husband Olaf live in Sterling, VA. She enjoys spending time with her family, especially her grandchildren.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
#1-687092 / #1-888778
© 2023 HUB Retirement and Wealth Management. All rights reserved.