Rose’s core passion comes from helping clients chart their best course through financial currents in life, much like a captain navigates a ship on the ocean to safe harbor. For more than 20 years, she is a positive difference in clients’ personal financial lives, combining professional advice with deep understanding of clients’ unique situations that enables peace of mind around financial decisions.

Rose Koch is managing partner at Sanum. After earning a BA from The College of Wooster and MBA from Vanderbilt University, she spent several years in corporate finance prior to joining the firm full-time.

She is a CERTIFIED FINANCIAL PLANNER™ (CFP®). CFP® professionals have met CFP Board’s high standards for education, examination, experience and ethics. The designation reflects competence and commitment to ethical delivery in financial planning services.

Rose is married to Dennis Koch. They are proud parents to two adult daughters, Anastasia and Natalie. Ana now is married to Adrian Hess and they are expecting their first child in 2026.

Rose enjoys hiking, canoeing and gardening. She has completed 13 half marathons.

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