Bea Rosenberg is a Director with Deming, Malone, Livesay & Ostroff (DMLO) and serves as Chair of its Wealth Advisory Niche. Bea specializes in estate planning, estate & gift tax, and fiduciary & individual income tax. Prior to joining DMLO, she devoted over 15 years to developing expertise in this field within the tax departments of two local trust companies. Bea earned both a Bachelor’s in Accounting and Masters of Business Administration from the University of Louisville, and is a licensed CPA.
“I feel a strong connection with the mission of ‘strengthening the role of faith in society through common action’. My faith has guided me most of my life. Knowing that the CIR board is a mixture of all faiths in the community, it creates the opportunity for me to learn about other faiths and how we can work together to develop program and events to support our mission. ”