Jeff Hamilton, CFPTM

Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and has been directly involved with the management of investments for the past twenty-five years.  A native of Coshocton County, Jeff moved to the southwest after graduating from Ohio State University in 1982.  Prior to establishing the Roscoe Financial Advisory Company, Jeff's career was with Sunwest Bank, the lead Commercial Bank and Trust Company in New Mexico.  Here Jeff managed investments for the bank's Personal Trust clientele, and as Chief Investment Officer of Pension & Institutional Investment Counseling, he established investment policies and objectives for corporations, foundations, and endowments.

Academic credits include the following:

·          CERTIFIED FINANCIAL PLANNERTM Certificant  College for Financial Planning

·          Certified Retirement Planning Specialist  Cannon Financial Institute at Pepperdine

·          National Trust School    American Bankers Association at Northwestern University

·          Account Executive Program    New York Institute of Finance

·          Applied Banking Diploma    American Institute of Banking

·          Bachelors Science in Business Administration Ohio State University at Columbus

                    Major:  Finance    Minor:  Economics

         Associate of Arts    Ohio State University at Columbus

CFPTM and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Rebeka Hamilton

Rebeka's background includes the supervising of Sunwest Bank's expanding Corporate Trust Division in Albuquerque, New Mexico and the establishment of a successful Wedding Consulting Business.  Between 1999 and 2005, Rebeka provided tax consulting for individuals and small businesses for H R Block. 

Rebeka completed her Business Degree at Mount Vernon Nazarene University in 2005.  Here she graduated with a four point grade average.

While Rebeka continues to aid Roscoe Financial with Administrative functions, she has accepted a position with a local bank.  Her attention to detail has placed her in charge of the banks Internal Auditing—a challenging position given the recent housing market and credit crunch. 

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