Our Team

Burk Rosenthal, CFP^®, ChFC^®, CRC^®, CFS, President

Burk, an independent financial advisor, has been advising clients on strategies designed to help preserve and manage wealth for 20 years. Burk heads Rosenthal Retirement Planning, LP and is a Registered Principal with National Planning Corporation, a Registered Broker/Dealer. He is a member of the Financial Planning Association and The Planners Network and has earned the following certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Certified Retirement Counselor® and Certified Fund Specialist. Burk established his own firm in 1992 and was named one of the top 100 independent financial advisors in the nation by Registered Rep Magazine in 2010*. He is especially adept at helping with the special challenges people face during times of transition, such as retirement, divorce or the death of a spouse. The author of numerous financial articles, Burk has become a resource to the media. He has appeared on CNBC, CBS News, ABC News, and served as a retirement specialist on TXA-21 Evening News. Burk currently hosts "Your Money with Rosenthal Retirement Planning" every Sunday on 660 AM K-SKY. He also enjoys red wine, muscle cars, old-time radio shows and maintaining a healthy lifestyle.

Shawn Riggins, CRC^®, Director of Advisory Services

Shawn is Director of Advisory Services with Rosenthal Retirement Planning, LP and a Registered Representative with National Planning Corporation, a Registered Broker/Dealer. Prior to joining Rosenthal, Shawn was an investment support specialist with TD Ameritrade. He has earned the Certified Retirement Counselor® certification. Shawn graduated with a Bachelor of Music degree from the University of Oklahoma and a Master of Music degree from the University of Rochester/Eastman School of Music. Having served as financial advisor at Rosenthal, Shawn wanted to play a more central role within the firm and earned this position in August of 2009. In addition to advising clients on securities and insurance matters on behalf of the firm, Shawn is responsible for overseeing the advisory staff, serving as the liaison to investment companies, and assisting Burk with the firm's compliance responsibilities. Shawn and his wife, Jan, have one child and reside in Fort Worth.

Warren Waters, CFP^®, Financial Advisor

Warren is a financial advisor with Rosenthal Retirement Planning, LP and a Registered Representative with National Planning Corporation, a Registered Broker/Dealer. Warren graduated from the University of Oklahoma with a degree in education and a minor in history. He later earned his Masters in Education Administration at the University of North Texas. Warren discovered he greatly enjoyed working with numbers and helping people, so he completed training for the CERTIFIED FINANCIAL PLANNER™ certification in 1999. He has now been in the financial planning industry for over 15 years, and is enjoying every minute of it. In his spare time, Warren plays golf and participates in an indoor soccer league. He enjoys reading, watching the Texas Rangers, and playing the guitar. Warren lives in Keller with his three children.

Beverly Fowler, Front Desk Manager
Beverly began working with Rosenthal Retirement Planning, LP in 1998 and is one of the firm’s most tenured employees. Beverly has previously worked as a library assistant, a respiratory assistant, and an office clerk for many years. She makes the best coffee and yummiest cookies and has the friendliest voice in town. Beverly has two sons and lives in Fort Worth.

Desiree Hoffman, Senior Client Service Representative
Desiree graduated from the University of Texas at Arlington with a degree in finance. She previously worked at Wachovia and Honda Financial Services before joining the Rosenthal team. A Longview native, Desiree has had the same best friend since the first day of first grade. She likes to travel, cook, vacation at the beach and run, being actively involved in marathon racing. She is on the board of directors for the Honored Hero Run, benefitting the Leukemia & Lymphoma Society. Desiree lives in Arlington with her cat, Princeton.

Rachel Donnell, Client Service Representative
Rachel was born and raised in New Jersey. She graduated from New Mexico Military Institute with a degree in business administration. Rachel came to Fort Worth in 1994 but claims she is a Yankee at heart. She is passionate about dancing and refers to herself as a dancing fool. Rachel resides in Colleyville with her husband, John, and her daughter, along with Sparkle, the parakeet, and Hero, the amazing beagle.

Nona Ellison, Client Service Representative

Nona comes to Rosenthal after several years in the financial industry. She worked as a customer service representative at American Home Mortgage and Saxon and as a workout specialist at Bank of America. Having grown up in a musical family (her father was a church and high school choir director), Nona studied opera at the University of North Texas and sings in a Heart tribute band. Nona also enjoys wine, refinishing furniture, and spending time with her dog, Obee.

Meredith Brown, Senior Client Relations Specialist
Meredith graduated from Abilene Christian University in May 2007 with a Bachelor of Fine Arts degree in theatre and an affinity for administration. Meredith is active in her church and loves to sing and play guitar with her bluegrass band, Bluestem. She grew up in Abilene and now lives in Fort Worth with her cat, Pepper.

Brooke Simpson, Client Relations Coordinator

Brooke Rice, Client Relations Coordinator

Brooke resides in Keller with her son, along with Sam, the temperamental cat, and Robert and Ben, the world’s greatest dogs. Brooke previously studied education at Texas Christian University and has worked as a marketing assistant in Dallas. She enjoys healthy living, exercise, reading, history, traveling, and exploring Fort Worth’s culture and heritage.

Randy Megia, Part-Time Client Relations Associate

Randy was born and raised in California. He was a munitions technician in the Air Force and finished his career as a health professions recruiter in Arlington, TX. Randy is pursing his finance degree at M.J. Neeley School of Business at Texas Christian University. He has been a Texas Ranger season ticket holder since 2004. He enjoys taking his three kids to the ballpark and golfing. He currently resides in Fort Worth.

Jolee Miedema, Director of Operations and Human Resources

Jolee Miedema, Director of Operations & Human Resources
Jolee joined our team after eight years as an executive assistant in the child care industry. Originally from Amarillo, where she danced with the Lone Star Ballet, she is proud to be a native Texan. Jolee earned her Bachelor of Arts in English from the University of Texas at Arlington in 1999, and loves reading and writing. Jolee has two beautiful daughters with whom she loves spending her free time.

Cindy Pennington,

Director of Business Applications & Information Management

Cindy, a native of Oklahoma, has worked for Rosenthal Retirement Planning, LP since 2000. She came to the firm after 26 years of service with SBC. Prior to her current role, Cindy was the Director of Client Service. She is a master quilter and loves to exercise. Cindy and her husband, Dennis, live in Burleson and have three grown children and six grandchildren.

Michele Wood, Bookkeeper
This is Michele’s second stint with Rosenthal Retirement Planning, LP. Michele was Rosenthal Retirement Planning’s first employee. Michele left Rosenthal to earn her degree in criminal justice from Tarleton State University while staying home to raise her children. Then, Michele returned to Rosenthal in 2004. Her previous experience includes working in the banking industry for three years. Michele and her husband, Doug, have three children and live in Granbury.

Rosenthal Retirement Planning, LP (817) 336-2000 - (214) 752-1000 - (800) 336-2553

Securities and Advisory Services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Financial Planning and Consulting Services offered through Rosenthal Retirement Planning, LP, a Registered Investment Adviser. Rosenthal Retirement Planning, LP and NPC are separate and unrelated companies.