Roshanna brings deep expertise in Insurance Services, Team Leadership, and Organizational Structure. Roshanna has a wide range of knowledge in structuring high impact solutions. She serves clients at the intersection of impact, opportunity, and strategy.
In this role she oversees the firm's business expansion efforts in Philadelphia. She leads and consults with Evolution's sales force and brokers to provide technical knowledge and support for life insurance sales and marketing in the areas of estate and business restructuring, charitable giving, wealth transfer, and retirement options. Roshanna partners with estate planning attorneys, CPA’s, CFP® professionals, trust officers at banks and private fiduciaries, designing competitive and tax-efficient strategies for wealthy clients.
Roshanna is insurance licensed in PA.