trusted wealth advisors when experience matters

Eric Rosel is the Founder of Rosel Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He works closely with high-net-worth individuals and families to deliver thoughtful, objective financial guidance rooted in real-world experience and long-term perspective.

Eric’s interest in investing began early. While attending the University of Michigan, where he played tight end for the Wolverines football team, he purchased his first rental property—sparking a lasting focus on real estate, disciplined investing, and balance-sheet management. That foundation continues to inform his approach today.

Following graduation, Eric returned to Oklahoma City to help lead a family-owned oilfield services business, where he played a key role in day-to-day operations and restructuring the company for a successful sale. He later transitioned into financial services, building his career at UBS Financial Services and Morgan Stanley before founding Rosel Wealth Management as an independent firm designed to better serve clients’ interests.

Eric brings firsthand experience across the full wealth lifecycle—from business ownership and liquidity events to investment strategy, estate planning coordination, and multigenerational decision-making. Clients value his practical insight, disciplined approach, and commitment to providing advice free from proprietary products or corporate pressure.

Outside of work, Eric is married to his high school sweetheart, an experienced aviator, and enjoys flying the Vans RV-8 aircraft he built alongside his father.

Mike is a Colorado native who grew up in Littleton, just minutes from Rosel Wealth Management’s office. He is a graduate of the University of Colorado and brings deep institutional trading experience to the firm.

Mike began his career at Fidelity Investments, where he progressed rapidly through the trading organization, ultimately becoming a top-tier trader within Fidelity’s Private Client Group before moving into leadership roles. In 2018, he transitioned to the institutional side of the business, joining Charles Schwab as an execution trader on the institutional trading desk, serving independent RIAs nationwide.

Over six years at Schwab, Mike specialized in trade execution, portfolio implementation, and trading operations for advisory firms. In 2025, he joined Rosel Wealth Management as the firm’s primary trader, where he oversees all aspects of trading—from portfolio management and execution to trading technology and operational efficiency.

Outside of work, Mike enjoys motorsports, playing guitar in his band, and staying active with his two dogs, Mose and Stevie.

After graduating from Colorado State University, Renee began her career in the financial services industry at OppenheimerFunds, Inc., where she developed a strong foundation in client service before transitioning into Internal Audit. Over the next two decades, she built deep expertise in compliance, internal controls, and regulatory oversight—developing a reputation for diligence, integrity, and operational excellence.

Following the acquisition of OppenheimerFunds by Invesco in 2019, Renee joined Rosel Wealth Management as Operations and Compliance Manager. In this role, she oversees firm operations and works closely with leadership to ensure adherence to all regulatory requirements, supporting a culture of accountability and best practices across the organization.

Outside of work, Renee enjoys an active lifestyle with her husband, David, and their teenage daughter, Makenzie. Together they spend time skiing, hiking, biking, running, and camping, and share a passion for travel—having explored destinations including the Grenadines, Utah, Switzerland, and Italy.

After graduating from Miami University in Ohio, Eileen began her career at Ernst & Young in Cleveland as part of the firm’s National Benefits Group. She later joined Fidelity Investments, relocating to Northern Kentucky, where she focused on the 401(k) market and held a variety of client service and leadership roles.

Eileen brings a diverse professional background that also includes experience in publishing and education, contributing to her strong communication skills and client-centered approach. As Operations Manager at Rosel Wealth Management, she oversees day-to-day operational needs, implements client requests, and plays an integral role in supporting and strengthening client relationships.

Outside of work, Eileen and her husband, Tom, stay busy with their two active teenagers and their Labrador retriever.