Jeff Hamilton, CFP TM
Jeff is a Certified Financial PlannerTM professional and has been directly involved with the management of investments for the past forty 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.
Jeff has maintained a presence in the Land of Enchantment as it remains a big part of the Hamilton’s lives.
Academic credits include the following:
Certified Financial Planner TM College for Financial Planning
Certified Retirement Planning Specialist Cannon Financial Institute
Chartered Financial Analyst Candidate CFA Institute
National Trust School American Bankers Association
Account Executive Program New York Institute of Finance
Applied Banking Diploma American Institute of Banking
Bachelors Science in Business Administration
Ohio State University Major: Finance Minor: Economics
CFPTM and Certified Financial PlannerTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. Marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing requirements.
Rebeka Hamilton, CCBIA, CCBCO
Rebeka's background includes the supervising of Sunwest Bank's Corporate Trust Division in Albuquerque, New Mexico.
Between 1999 and 2005, Rebeka provided tax consulting for individuals and small businesses for H R Block in Coshocton, Ohio.
Rebeka completed her Business Degree at Mount Vernon Nazarene University in 2005. Here she graduated Magna Cum Laude with a four-point grade average.
While Rebeka continues to aid Roscoe Financial with Administrative functions, she oversees Internal Audit and Compliance functions at a commercial bank where she works directly with the Board of Directors.