Rosalie Newkirk, CPA, PFS, CFP®

Rosalie has more than 25 years of experience helping clients with accounting, assurance and financial planning needs and assisting them in meeting their business goals. She leads and coordinates projects with other team members to review and deliver the final product to clients. She is particularly drawn to working with entrepreneurs and owner-managed businesses. 

Rosalie holds a bachelor’s degree in accounting from the University of Missouri – Kansas City. She is very active in the community, where she is a treasurer for Lee’s Summit Educational Foundation and belongs to the Lee’s Summit Chamber of Commerce, Lee’s Summit Sunrise Rotary Club and Summit Park Church. She also serves on the board for the Pro Deo Youth Center and is on the advisory board for the Truman Heartland Community Foundation.