• We specialize in helping our clients pursue a work optional lifestyle.
    Our Process

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Who We Are

team∙work, noun:
Cooperative effort by the members of a group or team to achieve a common goal.

 

Sarah Brennan I Director of Client Services

971.404.8662
888.523.8320
888.609.2224

Sarah assists with scheduling and appointments, paperwork processing, and responsive client service always making sure that the process is seamless and convenient for you.

Our Other Professional Resources

As needed, we take a collaborative approach with other relevant professionals. This additional knowledge is part of our process to pursuee your wealth and lifestyle goals. 

Our Strategic Partners Include: 

  • Estate Lawyer 
  • Certified Public Accountant 
  • Mortgage Broker 
  • Real Estate (Commercial and Residential) 
     

Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

Damian Rothermel is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ; CA; HI; OH; OR; TX; WA. For investment advisory services these states include: AZ; CA; HI; ID; OH; OR; SC; WA.  Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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