Rosel Wealth Management was built on a simple idea: meaningful financial decisions require thoughtful, experienced guidance.
We work with a limited number of clients, focusing on situations where coordination, discipline, and clarity can have a meaningful impact over time.
Our approach is grounded not only in years of advising clients, but in direct experience navigating many of the same decisions our clients face.
Before founding Rosel Wealth Management, Eric Rosel spent much of his career directly involved in business ownership, real estate, and complex financial decision-making.
While attending the University of Michigan, he purchased his first rental property, beginning a long-term focus on real estate investing and balance sheet management.
After graduation, he returned to Oklahoma City to help lead his family’s oilfield services business. During that time, he was actively involved in business development, operations, and ultimately the restructuring and sale of the company in 2006.
He later built his career at UBS Financial Services and Morgan Stanley before establishing Rosel Wealth Management as an independent firm.
An Integrated Approach to Decision-Making
Clients rarely face isolated financial decisions. Investments, taxes, estate structures, and major life events are deeply connected.
We believe better outcomes come from coordinating these elements within a unified strategy.
Eric Rosel, CFP®, CIMA®
Founder
Eric Rosel is the Founder of Rosel Wealth Management and works closely with high-net-worth individuals and families to provide disciplined, long-term financial guidance. His approach integrates investment strategy, tax considerations, and estate planning to help clients navigate complex financial decisions with clarity and confidence.
Eric brings firsthand experience across the full wealth lifecycle, including business ownership, liquidity events, and multigenerational planning. Prior to founding the firm, he built his career at UBS Financial Services and Morgan Stanley and played a key role in operating and ultimately selling his family’s oilfield services business.
Outside of the office, Eric is married to his high school sweetheart and has coached middle school football for 17 years and basketball for 7 years.
Renee Newcomer, CIA, CAMS
Compliance Manager
Renee leads compliance at Rosel Wealth Management, helping ensure a consistent, high-touch client experience while maintaining the firm’s commitment to strong regulatory standards. She works closely with leadership to support efficient operations and uphold best practices across the firm.
She brings over 30 years of experience in financial services, including roles in client service, internal audit, and compliance at Oppenheimer Funds and Charles Schwab.
Outside of work, Renee enjoys staying active with her family through skiing, hiking, and travel.
Eileen Wright
Operations Manager
Eileen supports client service and day-to-day operations at Rosel Wealth Management, helping ensure client needs are handled with care, responsiveness, and attention to detail. She plays an integral role in coordinating requests and supporting ongoing client relationships.
Her background includes experience at Ernst & Young and Fidelity Investments, where she held various client service and leadership roles focused on retirement plans and operations.
Outside of work, Eileen enjoys spending time with her family.
Mike Miller
Portfolio Manager
Mike oversees trading and portfolio implementation at Rosel Wealth Management, ensuring client portfolios are executed with precision and efficiency. He works closely with the team to support disciplined investment management and maintain alignment with each client’s long-term strategy.
He brings extensive institutional trading experience, having held senior roles at Fidelity Investments and Charles Schwab, where he specialized in trade execution, portfolio implementation, and trading operations for independent advisory firms.
Outside of work, Mike enjoys motorsports, playing guitar, and staying active with his two dogs.
We believe wealth management is most effective when it is thoughtful, coordinated, and built on a long-term relationship.
Our goal is to provide clarity, discipline, and perspective as clients navigate the financial decisions that matter most.
