Professional Focus & Experience
Greg Rosen is Chief Operating Officer and a trusted advisor at Laurel Oak. In his advisory role, he specializes in estate planning, retirement planning, and tax planning strategies, helping clients create comprehensive financial plans tailored to their long-term goals. As COO, Greg oversees firm operations, ensuring processes run smoothly and efficiently to support both clients and the team. He earned a BS in Business Administration from Northeastern University, combining academic knowledge and hands-on experience to guide clients with confidence and care.
Community, Values & Life Beyond Work
Outside of work, Greg enjoys golfing, sailing, and skiing. He loves spending time with his wife, two children, and their two dogs, Josie and Hank. Hank, a gentle giant of over 125 pounds, is Greg’s pride and joy. Their family enjoys everything from beach days to relaxing together at home.
