Carmen Schuweiler

Deb Rosenberg, CEBS, ISCEBS Fellow, AIF ®, CPFA
Director of Retirement Plan Consulting


Deb joined Stiles Financial Services in 2012 with over thirty years of experience in bank trust company and benefit consulting environments.  She brought her retirement plan expertise to SFSI to focus on corporate plan investment strategy/oversight and other fiduciary concerns. 

Deb was most recently a Vice President and Regional Sales Director at M&I Institutional Trust Services (now BMO).  Other prior employers include Watson Wyatt (now Willis Towers Watson), First Trust (now US Bank), and Norwest (now Wells Fargo).  Over her career Deb has worked with qualified and non-qualified plans of all types and sizes.  She has worked in all aspects of retirement plans including plan design and compliance, administration, employee education and communication campaigns, and investment strategy.  Her work at Stiles includes oversight of retirement plan consulting activity, relationship management, and sales and marketing activities.

Deb is a Minnesota native with her B.A. in Business and minor in Psychology from Gustavus Adolphus College in St. Peter, Minnesota.  She has her Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans.  In addition, she has ISCEBS Fellowship status through a commitment to ongoing continuing education.  Deb is active in the Twin Cities Chapter of ISCEBS including past President and other Board positions.  She is currently co-chair of the Education Committee.  Deb was elected to the ISCEBS Governing Council in 2013 for a three-year term which began in 2014.  In 2013 she was also appointed to the Advisory Board for the Upper Midwest Pension Rights Project.

Deb has her Accredited Investment Fiduciary (AIF®) designation from fi360.  And, in 2016 she received her Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA), part of the American Retirement Association.  Deb has her Series 6 and 63 licenses. 

Deb is active in Midwest Pension Conference, the Minneapolis Pension Council, and a benefits study group.  She has taught classes for ISCEBS and the Carlson School at the University of Minnesota.  And, she is a frequent speaker on retirement topics including the ISCEBS Symposium regarding retirement readiness, the Plan Sponsor Council of America national conference regarding target date funds, and the Midwest Pension Conference regarding fiduciary best practices.  Her volunteer activities include Gustavus Adolphus College (Alumni activities, Women in Leadership, and the Gustavus Mentoring Program), Chanhassen Rotary, and Children’s Cancer Research Fund.

 

Check out the background of this investment professional on FINRA's Broker Check.

 

 

 

 

 

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