As Director of Operations at Bala Planning Team, Rosie Cossentino brings many years of experience in the financial industry and a passion for creating smooth, efficient operations that support both clients and advisors. Her background includes working with respected organizations like Vanguard as well as boutique advisory firms, giving her a thoughtful, well-rounded approach to client service. Rosie is known for building genuine, trusted relationships and making sure every detail behind the scenes is handled with care. Outside of work, she enjoys spending time with her husband, son, and dog, and loves traveling and making new memories with her family.