As the founder and owner of Rosewood Wealth Management, John has spent the last decade building a firm around a simple belief that good planning starts with understanding the person, not just the portfolio. 

After spending years behind the microphone interviewing advisors on financial radio shows across the country, he absorbed more than he realized. He knew something had shifted when the advisors started asking him for advice. He made the leap, and never looked back.

Growing up, John’s early lessons proved that there's no single picture of financial success. He doesn't believe in one-size-fits-all planning. He believes your plan should be unique to you.

John lives in Durham, North Carolina with his wife Molly and their three children. Out back is Selah Farms, where barn cats, chickens, ducks, goats, and guinea fowl keep life appropriately unpredictable.

Selah Farm : https://www.instagram.com/selahfarmnc/

Jake Doser didn't set out to be a financial advisor — he set out to help people. Having come from a broken home shaped by addiction, he wanted to make a difference in the lives of others, just as his grandparents had done for him. That impulse carried him through years as a pastor before he transitioned to financial planning as a new way to serve. Today, from his home in Rougemont, North Carolina, he brings that same pastoral care to clients navigating one of life's biggest transitions: retirement.

What Jake does best is help people feel ready. Not just financially prepared, but genuinely confident in the road ahead. He specializes in working with those approaching or entering retirement, and with high-net-worth individuals who need a thoughtful strategy for protecting and passing on what they've built.

Outside the office, Jake is deeply involved in his local church, a natural extension of his years in ministry. His favorite moments, though, are the simple ones at home with his wife Jenny, their son Adam.