Our Profile

A true financial partner with your best interests in mind

The Rosenberg Group has over 40 years of combined experience in wealth management and financial services. With a special combination of practical experience and analytical capabilities, our clients feel secure that their unique needs will be met through our wealth management process. We work with successful individuals, families, businesses and their owners. Understanding the needs of such multigenerational businesses and families comes naturally to us, because we are one. And we measure our success by our clients’ satisfaction.


Sheldon Rosenberg

Managing Director
(248) 594-9959
srosenberg@rwbaird.com

Background
Sheldon Rosenberg has been a financial advisor for over 35 years, providing exceptional wealth management service to his clients. He is a Managing Director at Baird and the senior founding partner of The Rosenberg Group.

Experience & Education 
Sheldon earned his bachelor’s degree from Wayne State University. Staying highly visible in the business community, Sheldon is frequently interviewed as an expert on the markets and economy on television (Fox TV) and radio (WWJ-950) for over three decades. 

Personal
Sheldon resides in West Bloomfield with his wife, Debbie, has three adult sons, and five wonderful grandchildren. In his free time, Sheldon enjoys sports, travel, and spending time with family. He also volunteers his time at local non profit organizations teaching the fundamentals of investing.

Jordan Rosenberg

Financial Advisor
(248) 594-9959
jrosenberg@rwbaird.com

Background
Jordan Rosenberg is a licensed financial advisor with over seven years of financial services experience. As a founding partner of The Rosenberg Group at Baird, Jordan’s client focus is addressing the specific needs of high-net-worth clients and select young professionals.

Experience & Education 
Jordan previously worked at Mesirow Financial in Chicago as a consultant performing valuations on public and private companies. Jordan received his undergraduate degree from the James Madison College of Michigan State University and his MBA degree with concentrations in Finance and Economics from Loyola University Chicago.

Personal
Jordan resides in West Bloomfield with his wife, Arielle, and three children. In his free time Jordan enjoys sports, travel, and researching his genealogy. Like Sheldon, he volunteers his time at local non profit organizations teaching the fundamentals of investing.

Ryan Rosenberg

Financial Advisor
(248) 594-9959
rrosenberg@rwbaird.com

Background
Ryan Rosenberg joined The Rosenberg Group in 2017, focusing on new business development and leading Business Solutions.

Experience & Education 
Ryan earned his bachelor’s degree from Michigan State University and MBA from Depaul University in Chicago. Prior to joining The Rosenberg Group, Ryan worked at Salesforce, the global leader in Customer Relationship Management, where he advised small, medium, and large companies. Ryan takes a results-driven approach to meeting the needs of business owners.

Personal
Ryan resides in Birmingham and enjoys following sports, discovering new music, and comedy.

Evonna Karchon

Client Associate
(248) 723-7305
ekarchon@rwbaird.com

Background

Evonna Karchon joined The Rosenberg Group in 2017 as a Client Assistant. Evonna holds her Series 7 and Series 66 securities licensing with the State.

Experience & Education
Previously, Evonna was a Partner at the venture capital firm Incwell, headquartered in Michigan, where she provided advisory services to portfolio companies and startups. She received her Bachelor of Arts in Economics & Management and Communication Studies from Albion College, where she graduated with Honors in 2008.

Personal
Evonna lives in Metro Detroit with her husband and baby daughter.  In her spare time, Evonna enjoys tennis, bee keeping, and culinary experiences.

Cassidy Springmann

Client Assistant
(248) 723-7376
cspringmann@rwbaird.com 

Background

Cassidy Springmann joined The Rosenberg Group in 2019 as a Client Assistant. Cassidy believes a multi-generational foundation of The Rosenberg Group provides a more complete and world-class experience. 

Experience & Education 
Prior to joining The Rosenberg Group, Cassidy was the Director of Operations for University of Notre Dame Softball. Cassidy earned her Bachelor's and Master's degree from University of Notre Dame. While an undergraduate, Cassidy played on the varsity softball team as its catcher. 

Personal
Cassidy and her husband, Tony, recently moved to Michigan with their two dogs: a black lab named Birdie and a boxer-bulldog rescue named Joey. 

BAIRD HIGHLIGHTS