The RoseChase Financial Team

Jonathan Rose, CFP, CMFCJonathan Rose

"Investing is a long-term commitment.  Building wealth is done strategically, over time.  It takes mindfulness, diligence, and a plan that addresses all aspects of your financial life.  The plan we create together with each client is truly individualized:  financial plans change as life circumstances change or as goals are accomplished.  But always, your plan will reflect your values, your aspirations, your dreams." 

Jon has been part of the RoseChase Financial team since 1998, having started his financial services career at Piper Jaffray in 1994.  Graduated Finance Cum Laude from Augsburg University 1994. Jon's scholastic achievements were also recognized through membership in the National Honor Society, National Leadership Honor Society and as a 3 time Baseball Academic All-Conference award recipient.

I was invited to a special educational meeting in Nashville for high level financial professionals.  The key note speaker at the session was legendary football quarterback Peyton Manning, the NFL's only five time Most Valuable Player and 14-time Pro Bowl selection, earning his place among the greatest in history.  Peyton shared how preparation, teamwork, discipline and being able to pivot while being resilient helped him succeed in both sports and business.  After his presentation, I was honored to have a chance to meet with Peyton. He seems like an honorable guy from the brief moment I had with him and you may now know him from his funny TV commercials too!  I have always believed in those traits and disciplines and they continue to resonate. I embraced them when I played college baseball and now as a CFP financial planning professional as we partner with you as a part of your team in helping you build and preserve wealth.  As we and our team of strategic partners build your financial plan strategy together with you; it leads to master instinct to pivot through preparation as your life events change or when markets and the economy shift.

Jon has earned the designation of Certified Financial Planner (CFP) and Chartered Mutual Fund Counselor (CMFC).  He is an active member of the Financial Planning Association and other industry groups, keeping abreast of changes in the economy, the financial sector and tax law to best serve RoseChase Financial clients.

When he's not at the office, Jon is likely to be found out and about with his wife Heather and their three children, or enjoying his hobbies of golf, tennis, and coaching youth baseball and basketball.



Maranda Bergren, Registered Assistant

Maranda joined the RoseChase Financial team in 2013. With experience and a dedication to outstanding client service, she is a valuable asset to the team. Maranda is responsible for ensuring all clients feel welcome and cared for every time they call or visit our office. She enjoys talking with clients and getting to know each of them personally.  She passed her securities exams in 2017 and is a registered assistant servicing clients in various areas and is a valuable resource. When she is not at the office she enjoys spending time with her husband Steve, kids and dogs.




Rachelle (Shelli) Chase, Retired

After 40 years of dedication servicing clients, Shelli is now retired and enjoying time with her husband John, enjoing the arts scene, being a doting grandmother and volunteering.