As manager of advisor training and research, Adria Rosebrock is responsible for specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating financial planning software and tools to improve the client experience at Hamilton Capital Management.
A Certified Financial Planner™, Adria previously served as a financial advisor in the Washington, D.C., metro area. Recognizing the complexities of Social Security, Adria earned the National Social Security Advisor™ designation in order to better serve clients. She serves as a subject matter expert on Social Security planning for the firm’s financial planning team and all of its clients.
Adria is passionate about educating and training financial advisors, and believes this is how she can have the greatest impact on the financial services industry. This also drives her to help others outside of her professional duties at HCM, serving as the Director of Programs & Education for the Central Ohio Chapter of the Financial Planning Association.
A Defiance College graduate, Adria holds a bachelor’s degree in finance and management, with a minor in economics, as well as a Certificate of Financial Planning from Georgetown University.
Adria is a self-professed “foodie” and wine lover, and enjoys running and travelling. She has a commitment to helping others – serving as a team leader for Habitat for Humanity and is a frequent donor to Locks of Love.