President & CEO
President & CEO
Chief Operating Officer
Chief Operating Officer
EVP, Head of Capital Markets
EVP, Head of Capital Markets
Chief Compliance Officer
Chief Compliance Officer
Sales Manager / Sr. Wealth Advisor
Sales Manager / Sr. Wealth Advisor
Senior Wealth Advisor
Senior Wealth Advisor
Head of Operations
Head of Operations
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Wealth Advisor
Portfolio Manager
Portfolio Manager
Portfolio Analyst
Portfolio Analyst
Client Service & Operations
Client Service & Operations
Client Service & Operations
Client Service & Operations
Client Service & Operations
Client Service & Operations
Intern
Intern
Admin Asst to Sherika Ralliford
Admin Asst to Sherika Ralliford
Admin Asst to Valerie Coffey Client Service & Operations
Admin Asst to Valerie Coffey Client Service & Operations
Welcome to
You are unique, and so are your financial goals and desires. We believe that to meet your needs we need to be a different kind of wealth management firm; one that puts you at the center of the universe. To accomplish this, we take great care in getting to know your financial situation and use sophisticated tools designed to meet those needs.
While we recognize there are so many investment variables outside of anyone’s control, we believe deeply in putting our clients first and that our strategies will add more value than our cost. If you are not satisfied with Desert Rose Capital Management at any point, for any reason, we will refund the most recent quarterly fee and not charge you going forward until you are satisfied that we have more than earned our fee. Meet with us today and find out why we can be so confident in offering this satisfaction guarantee!