About Us
About Rose Financial Associates
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we’ll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.
Laura Pesek, CFP®, CLU, ChFC
Laura is passionate about helping individuals and families protect and accumulate wealth. As a CERTIFIED FINANCIAL PLANNER™ (CFP) and Fiduciary, she helps educate her clients about basic concepts of financial planning. Her process includes discussing client’s goals, determining personalized strategies, and implementing programs in the area of risk management and wealth accumulation. She seeks to maximize gains while offering a measure of preservation of assets on the downside.
Born and raised in the suburbs of Chicago, Laura has been working with individuals in the area since 1993 and she possesses extensive personal and professional experience. Recently she and her family have relocated to Hershey Pennsylvania.
She is dedicated to developing lasting relationships with all of her clients. She believes in helping you reach your financial goals and participate in the management of your finances.
One of the benefits of working with her is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that she can provide is a roadmap to working toward your financial future. She is looking forward to using her experience to help you pursue your financial goals.
Laura attended Western Illinois University and received a Bachelor’s Degree in Finance in 1993.
From there, she has received the Certified Financial Planner Designation (CFP®), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), and Chartered Life Underwriter (CLU) designations.
She is a Registered Investment Advisor (RIA) and holds a Series 65 license, as well as a Life, Health, Long Term Care Insurance Producer’s License. Laura has been in business since 1998.
Laura enjoys spending time with her husband Rich since being married in 1995 and their 2 sons, Ricky and Ryan. Ricky is active military in the Air Force stationed at Travis Air Force Base, CA where his position is Honor Guard . Ryan completed his Eagle Scout Honor in 2021 and is attending college at HACC. When her family has free time they love to ski, travel, hike, walk their golden retriever Sammie, and work on house projects. Laura has served on council of her church and volunteers for many causes.
Richard Pesek
Richard earned his Bachelor’s Degree in Marketing from Western Illinois University. Upon graduation he obtained his Life, Health 6 & 63 licenses with his wife. Rich then changed gears and used his insurance and programming background to work as an IT specialist for Allstate and AAA Motor Club.
He continued his education in computer science as well as insurance. He obtained his P&C license and worked on various IT certifications while continuing to support Laura’s growing business. Finally, in 2013, Rich and Laura were able to partner full time for LP Financial Associates.
Richard is a proven, results-oriented IT professional with extensive experience in application design and development related to the insurance industry. He is a creative problem solver with a unique blend of business and technical knowledge. Richard is skilled in gathering user requirements, systems design, applications development, implementation and support. Richard is groomed in various roles including developer, system analyst, business analyst, technical lead, operations manager, project manager and team lead. Richard’s background was a perfect fit to help grow LP Financial Associates.
Richard lives in Hershey with his wife Laura since being married in 1995 and their 2 sons, Ricky and Ryan. He is an active member of the community volunteering his time to coach and mentor kids in soccer, baseball and hockey. Richard also enjoys spending his free time with family, participating in an adult hockey league and bowling league and boasts one 300 game.
Steven A. Rose
Steven A. Rose graduated from The College of William and Mary in Williamsburg, VA in 1978, with a Bachelor of Science degree in Biology. He obtained his Master of Science in Financial Services degree in 2003 from the American College.
Steve and his wife Linda moved to the Harrisburg area, north of Hershey, PA, with their two children in 1994. They are now the proud grandparents of three.
Steve is a Certified Financial Planner with extensive experience in asset allocation, retirement and IRA rollover planning, estate transfer planning, life insurance and annuity analysis, tax-saving strategies, and asset preservation. He specializes in simplifying the retirement process, helping clients achieve reasonable rates of return while preserving principal.
Steve got started in the financial industry in 1985. In 2005 he formed the Rose Financial Group. His informational programs have been widely attended by retirees of local school districts and the Commonwealth of Pennsylvania, as well as major corporations such as AMP/TYCO, Hershey, and industries in the Carlisle, PA area. He has also been an invited speaker before various local groups.
Steve believes that each investor is unique and no single investment account is right for everyone. Steve is qualified and licensed to utilize virtually every investment vehicle including stocks, bonds, mutual funds, annuities, life insurance, etc. In addition to being a Certified Financial Planner, Steve holds the Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living designations.
His professional memberships include the Harrisburg Association of Insurance and Financial Advisors and the Financial Planning Association. He sat on the board of the Lutheran Camping Corporation of Central PA for 14 years, coached youth baseball and soccer for 12 years, was a Hershey Bears advisory board member, and is a current council member at his church.
Melissa Brooks
Melissa was born in Austin, Texas, and attended the University of Texas at Austin. As someone who loves to travel and explore new cities, she moved up and down the East Coast and eventually settled in Rhode Island, since it was on the ocean.
She began working with Rose Financial Group and continues to work closely with the Rose Financial marketing team expanding the brand. She now owns her own design and marketing company. You can view her portfolio and request to work with her at RedDesignCreates.com.
In her free time, Melissa enjoys gardening, hiking, the beach, of course creating art! She also teaches art to “at-risk” youth in Rhode Island.
Ali Morton
Ali Morton is a results-driven marketing professional with a strong foundation in sports management. A former collegiate softball player, she earned a Bachelor’s degree in Sports Management and Biblical Studies from Lancaster Bible College in December 2016. She then spent eight years as a Softball Director at a premier sports complex in Palmyra, PA, where she successfully organized year-round tournaments that attracted teams from New York, Maryland, Massachusetts, and Virginia.
Ali’s expertise in event coordination, leadership, and strategic planning led her to transition into marketing, where she now serves as the Marketing Director for Rose Financial Associates. In this role, she leverages her industry knowledge and creative vision to develop impactful branding strategies and drive business growth.
Beyond her professional achievements, Ali remains actively involved in the softball community as a Junior Commissioner for USA Softball of Pennsylvania, ensuring her continued engagement with the sport she loves. In her free time, she enjoys movies, beach outings, and weekends spent with family. She is also a proud pet owner to her cat, Gatto.
Danielle Rager
Danielle Rager brings a distinguished and extensive background in the financial services industry, with a career that began in banking and has evolved over the years into a specialized focus on wealth management. With more than eight years of experience in this space, Danielle has developed a strong reputation for delivering exceptional client service, fostering long-term relationships, and providing thoughtful, personalized financial guidance. Her deep understanding of the industry, combined with her client-first approach, makes her a valuable asset to the team at Rose Financial Associates, where she currently serves as Director of Client Services.
In her role, Danielle is committed to ensuring a seamless and positive experience for clients, overseeing the client service team, and supporting the firm’s mission of helping individuals and families achieve their financial goals with confidence and clarity. Her leadership and dedication to excellence play a key role in maintaining the firm’s high standards of service and integrity.
Outside of her professional responsibilities, Danielle enjoys spending quality time with her family. She is a proud mother to three children—Grayson, Braelyn, and Ryatt—and together they enjoy exploring the outdoors. Whether relaxing at the beach or hiking and camping at their seasonal camp at Raystown Lake in Pennsylvania, Danielle values the balance between a fulfilling career and meaningful time with loved ones.
Giving Back
Rose Financial Associates believes in the importance of giving back to our community. We host charity events in collaboration with INSERT CHARITY OR CHARITIES HERE, in order to help others through more than just our financial services. If you’d like to learn more about these and other events that we host throughout the year, reach out to us. Additionally, if there’s another charitable organization in Pennsylvania you think could benefit from collaborating with us, get in touch with us about that, too. We’d be happy to look into it. Helping others is what we do.