Judy Rosa

Judy Rosa is a highly dedicated Administrative Assistant who has been a key member of the team for over ten years. She came onboard at Metropolitan Capital in 2013 as a temporary tax-season assistant but became a full-time team member that summer to help with Met Cap’s growth as a firm.

Judy specializes in the essential operational intersection of marketing, efficient appointment scheduling, and comprehensive customer support for our financial planning and income tax clients. For over a decade, she has been managing the marketing communications and newsletters, coordinating the client events and workshops, and providing the daily operational support to the team. She is committed to ensuring every client receives the supportive, professional, and responsive service they deserve.