The Planning Team
Who We Are
Michael R. Rose
President, Wealth Manager
Accredited Asset Management Specialist, AAMS
Michael is a fiduciary focused LPL financial advisor with a long history of professional experience and training. He helps his clients to define and pursue their financial goals.
He has lived in New Mexico since 2004 and like most transplants, when asked the state question, "Red or Green", he prefers 'Christmas!' He currently lives in Albuquerque and is blessed to be married for 24 years to his wife, Carrie. He and his wife have 10 wonderful children and 6 grandchildren. They love spending time with them around the table playing games, sailing, camping, and hiking.
Michael’s strength as an LPL Financial Advisor comes from having over 20 years of experience in the financial services industry. He started his career in the financial services industry in 1999 as a licensed life and health agent and mortgage broker. Michael obtained his securities license in 2001. His Series 7 and 66 licenses are held through LPL Financial. He also holds the Accredited Asset Management Specialist™.
During his career, Michael has managed client portfolios through terribly bear, as well as bull markets. He enjoys working with his clients create and implement financial and retirement plans. His experience and training have given him insights and knowledge that he applies when helping his clients pursue their financial goals.
Client Support Specialist
Amy Sorbello has been working as a Client Relations Manager with Michael Rose for just over a year. She enjoys working for a knowledgable financial advisor and ensuring that client requests and transactions run smoothly.
Amy holds a bachelor's degree from UNM specializing in Political Science and French. She uses her education to teach her own and other homeschooled students in a wide variety of subjects including History, Economics, American Government, and French.
In her free time, Amy loves to read, create pottery from her home studio, do quilling projects, and go mountain biking with her 2 kids and husband.
Client Support Specialist
Manuela “Mannie” Amaya worked Administratively for the State of New Mexico District Court for 25 years scheduling cases and securing juries for both criminal and civil cases in the Second Judicial District Court and the Thirteenth District Court, including Albuquerque, Los Lunas, Bernalillo and Grants. Mannie has extensive knowledge in the legal and court system for the State of New Mexico.
When asked why she works for Michael Rose, she said, "I like the challenge that working for a financial advisor offers me. Every day the work is different while we are serving our clients reach their financial goals. I feel good knowing we are helping so many people and I like the relationships we build with our clients."
When Mannie isn't helping clients, she loves spending time with her four grown children and six grandchildren. She is a photography enthusiast who has traveled the U.S. and Italy taking photographs of the beautiful landscapes.