Broker Check

Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Roselyn Wilkinson MBA, CFP®

President

roselynw@mdafinancial.com

Roselyn helps people manage their money through comprehensive financial planning. With over 30 years of experience and author of It’s Good to be Queen: Every Woman’s Pocket Guide to Financial Sovereignty, she serves as President of MD&A Financial Management Company. As a Registered Representative with Berthel Fisher & Company Financial Services, Inc., she is licensed to sell stocks, bonds and mutual funds and a host of other investment vehicles, as well as life insurance and long-term care insurance. Roselyn is passionate about helping women become more engaged in their finances. As a graduate of Leadership Pittsburgh, Roselyn remains actively involved in its alumni program. She has been a guest writer for the Pittsburgh Post-Gazette and the Pittsburgh Business Times and teaches for Carnegie Mellon University’s OSHER program. Roselyn is a CERTIFIED FINANCIAL PLANNER™ certificant, and a multi-year recipient of the Five Star Wealth Manager Award.

*Investment Advisor Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. MD&A Financial Management Company is independent of BFCFS.

Anne M. Hussman

Operations Manager

anneh@mdafinancial.com

Anne is our essential behind-the-scenes team member. She is critical to making sure all aspects of the firm are running effectively and efficiently. In addition to organizing office operations, she ensures client account records are in compliance with securities regulations and directs the firm’s marketing efforts. Anne is a veteran of the U.S. Air Force, holds a degree in Business Management and Marketing.

*Anne M. Hussman is not a registered representative of Berthel Fisher & Company Financial Services, Inc.