Meet Our Team
Michael Rosenbach
Michael Rosenbach
Michael Rosenbach is the founder of Solist Financial, a firm he launched in 2024 on the principles of independence and true fiduciary care designed to deliver client-first, end-to-end white glove service to those it serves. A graduate of Berkeley Preparatory School in Tampa, Florida, Michael went on to Brandeis University, where he was a student-athlete competing in Cross Country and Indoor and Outdoor Track while double majoring in Economics and Business with a focus on Finance.
Michael began his career at Bank of America Merrill Lynch, where he spent seven years and discovered his niche serving Ultra High Net Worth individuals and Family Office clients. He then spent three years at UBS, building a practice centered on the complex needs of affluent individuals and families, with a growing specialization in Puerto Rico tax benefit planning. That experience laid the foundation for Solist Financial, where he now brings the full breadth of his expertise to clients without the constraints of a traditional wirehouse.
Outside of Solist, Michael serves as a Cross Country Coach at Berkeley Preparatory School, giving back to the community that shaped him. He enjoys golfing, skiing, and spending time with his family.
Isabelle Sering
Isabelle Sering
Isabelle Sering is a Mortgage Advisor at Solist Financial, where she works with real estate professionals, builders, investors, and clients across the Florida market on conventional, jumbo, and complex residential lending scenarios. She oversees transactions from initial structuring through closing, with a focus on communication, efficiency, and execution.
At Solist Financial, Isabelle is part of a team committed to delivering a high level of service and structuring expertise. She supports the firm’s broader focus on thoughtful advisory, precision in execution, and long-term client relationships. Isabelle earned her bachelor’s degree in Economics from the University of Tampa, where she competed as a member of the collegiate swimming team and was an 8-time Division II All-American.
Outside of Solist, Isabelle is a member of the University of Tampa Alumni Club (TBAC). She enjoys an active lifestyle and staying connected to the athletic community that shaped her. Isabelle is originally from Malmö, Sweden.
Lucas Gobea
Lucas Gobea
Lucas is a Commercial Insurance Advisor who works with individuals, families, and business owners across Florida to identify the right coverage and guide each client from initial consultation through placement. Alongside his advisory work, Lucas manages the firm’s Addepar portfolio platform, overseeing client reviews, proposals, audits, and data integrity to ensure a seamless experience for every client.
Lucas began his career with a people-first approach to insurance and client service. He brings that same mindset to every engagement, operating at the intersection of coverage advisory and operational precision in support of the firm’s commitment to end-to-end client care. He is a graduate of Florida State University and a Tampa native.
Outside of work, Lucas remains deeply connected to the Tampa community he grew up in. He enjoys spending time with family and friends and staying active locally.
Vansh Patel
Vansh Patel
Vansh is a Servicing Advisor who works with individuals, families, and business owners on investment planning, risk management, and long-term financial decisions. He manages all aspects of client servicing while also serving in a direct advisory capacity, ensuring clients receive both the operational support and strategic guidance they need at every stage of the relationship.
Vansh began his career at Florida Financial Advisors, where he developed a strong foundation in client engagement, communication, and financial planning. He brings that experience to a firm built around independence and fiduciary care, with a growing specialization in serving business owners navigating the complex intersection of personal and professional wealth.He is a graduate of the University of Tampa.
Outside of work, Vansh enjoys staying active and exploring everything Tampa has to offer since relocating from New Jersey four years ago.
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