Our Team

John was born and raised in New Hope, PA and returned home as a founder of Rockwood Wealth Management. He cares deeply about his local community and is always looking for avenues to serve – whether as a board member of the New Hope-Solebury School District, serving as director of local non-profit organizations, or simply helping out those in need.

John previously served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting – so yes, he is guilty of being a bit overly analytical at times. These days, however, he much prefers sailboats and sunshine to submarines and warfighting.

John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and entrepreneurship. John still lives in New Hope, Pennsylvania with his wife, Elizabeth, and their two children.

Outside the office, you can almost always find John on the soccer field – and often spending time with old friends and old cars. He certainly likes carburetors more than he likes touchscreens. You might also catch him gardening, enjoying nature on a quiet trail in the Catskills with his family, or finding marginal success teaching his kids to snowboard.

Kenny was born and raised in San Francisco and attended the University of California, Berkeley taking coursework in engineering to follow in the footsteps of his brother and one of his sisters. He thankfully switched to Business Economics and received his BA from the University of California, Santa Barbara.

After college Kenny settled down in beautiful Mill Valley, CA, and was the Chief of Administrative Services for the Marin County District Attorney’s office. During a vacation to the east coast, Kenny and his wife decided to relocate their family in 1997 to even more beautiful Gardenville in Bucks County, PA.

Kenny has served his clients as a financial planner ever since and greatly enjoys personal side of our profession. He particularly appreciates working with many of the same client families for over 20 years, often alongside multiple family generations. He is known around the office for his expertise planning for corporate executives, clients in personal or employment transition, and the complexities of international planning.

Out of the office, he enjoys the never-ending cathartic pleasures of maintaining his family’s historic home and barn – as well as tending to the veritable menagerie of animals that call it home. Don’t feel too sorry for him though, as he does occasionally receive help from his wife, two sons (both engineers) and his nursing student daughter.

Kenny is a long-time Scouting volunteer and serves at the unit, district, and council level and is on the Executive Board for the Washington Crossing Council. He assists with the Travis Manion Foundation, a veteran support charity and is on the board for the CPT Connor J. Bednarzyk, USA, Memorial Fund. He enjoys anything to do with lacrosse as a former player, coach, parent, and lifelong fan and currently serves as a certified official.

After joining Rockwood in 2016, Sam learned to appreciate the natural beauty of Bucks County and now lives in Buckingham with his wife, Ellie, and their two sons.

Prior to his time at Rockwood, Sam worked for a Philadelphia-based Registered Investment Advisor Firm as their Head of Financial Planning. During his college years he obtained a BA in Economics from Lafayette College, where, when not focusing on Economics or playing on the Varsity Soccer team, he was studying Psychology and its role in his favorite topic, personal finance.

After Lafayette, Sam continued his formal education at Villanova University where he earned a Master’s Degree in Taxation. Here he gained an appreciation for the nuances of the federal taxation system and the roles, both obvious and overlooked, that it plays in our lives.

When not in the office, you can find Sam enjoying all things soccer or experimenting with a new style of workout. Sam volunteers his time locally for Bucks County Opportunity Council, where he is a member of the board.

Alaina hails from upstate NY (closer to Canada than to New York City, as she will quickly tell you!) where she was active in music, sports, and 4-H.

She graduated summa cum laude from Lafayette College in Easton, PA with a double-major in Economics & Business and Spanish. After braving midtown Manhattan for a year with BDO Consulting, Alaina returned to upstate NY where she worked with families of Market Street Trust Company, a multi-family office. It was at Market Street where she honed her wealth management skills and witnessed firsthand the importance of financial education, a cause that remains meaningful to Alaina both personally and professionally.

Alaina lives in western NJ with her husband and son. In her spare time, you will find Alaina playing the saxophone, running, traveling, or enjoying a good cup of coffee. 

John, a Private Client Advisor at Rockwood Wealth Management, was born and raised in New Hope, PA. He thrives on understanding, organization, and structure - making comprehensive financial planning and wealth management a natural fit. He says his ability to listen is his greatest strength, although his wife sometimes disagrees.

John graduated Cum Laude from Millersville University with a BA in Economics. While employed in the finance department for two area Fortune 100 companies he obtained his MS in Finance from Temple University. He also has extensive experience in the home building industry so he’s sometimes Rockwood’s Mr. Fix-It.

John lives in New Hope with his wife Carla and their two dogs, Mya and Lily. John loves the outdoors and in his spare time he can be found competing in an obstacle course race or traveling many hundreds of miles via snowmobile in the Canadian wilderness.

A Philadelphia native, Mark graduated from Penn State University with a Bachelor’s of Science (BS) in Accounting, and subsequently from Widener University with a Master’s degree in Taxation (MST).

Mark has over twenty years of experience in wealth management – from co-founding a multi-family office to working in several of the largest high net worth advisory firms in the country. Prior to that Mark worked in public accounting for Coopers & Lybrand providing audit services for clients such as the Barnes Foundation and PECO Energy.

Mark enjoys helping clients achieve their goals and finds wealth management rewarding. Mark works with a variety of clients including business owners, retirees, and corporate executives. When he is not working you will find Mark outdoors, at the beach in Ocean City, New Jersey, or cooking at summertime barbeques with friends. Mark lives in Harleysville with his wife Michelle and their two children, Andrew and Ryan.

Megan has been calling New Hope home for more than ten years now, after relocating from Rittenhouse Square in Philadelphia. Originally from Hopewell Junction, NY, Megan made the Philadelphia area her home after college.

Megan graduated magna cum laude from LaSalle University with a Bachelor’s of Science (BS) in Accounting, and subsequently from Villanova University with a Master’s degree in Taxation (MST). Megan has almost twenty years of experience – including public accounting with Arthur Andersen and KPMG where she specialized providing tax advice to real estate, private equity and insurance clients.

Megan is the Chief Operating Officer and Chief Compliance Officer for Rockwood Wealth Management and an active board member on the New Hope Education Fund. She also volunteers her time to various parent/teacher groups for the New Hope Solebury Schools. When Megan isn’t working, she can be found reading (especially on her kindle), enjoying time in Ocean City (fall is the best time on the shore), traveling with her husband John, and raising her two children.

A native of Bucks County, Paige feels fortunate to be able to both work and live in this beautiful and historic area. Bringing more than fifteen years of experience in the financial industry to her role as Client Service Associate with Rockwood Wealth Management, Paige is happy to share the vast knowledge and skills acquired through her experiences as a Registered Senior Client Associate at both Merrill Lynch and Commonwealth Financial Network/Fidelity Investments.

After earning a bachelor's degree in Marketing from La Salle University, Paige became a licensed property and casualty insurance underwriter at New Jersey Manufacturers Insurance prior to embarking on a career in finance. She held various roles at Merrill Lynch including legal assistant before finding her passion servicing clients and supporting advisors.

Paige and her husband Steve, a fellow Bucks County native, reside in Washington Crossing, PA with their four sons. Paige is a fitness enthusiast who loves indoor as well as outdoor exercise. If she’s not out bike riding on the Canal or at the gym, you can find Paige at the beach in Ocean City, NJ enjoying a good book.

Rob grew up in Lancaster, PA, where he developed a passion for soccer, lacrosse, and the outdoors. Rob's fondest memory of Lancaster was meeting a young lady named Lindsey, whom he later married. Rob attended Saint Joseph's University earning a BA in Finance while playing on the school’s varsity soccer team.

Rob found his love for planning during an internship with a startup company, Market76, that developed an online aggregation solution for financial advisors. He was also slightly encouraged to follow the path of his parents who both started their careers in the finance. Rob joined Ascensus to specialize in qualified plan compliance with regard to ERISA, IRS, and DOL regulations.

Realizing that qualified plans were one of many facets of financial planning, he accepted a role with SEI Private Trust Company as a Regional Consultant to further his professional experience. Rob's desire to singularly focus his career on personal financial planning in a client-centric environment materialized when he met Rockwood’s president playing soccer one evening.

Rob joined the Rockwood team in 2015 to continue his affection for holistic comprehensive planning. Rob lives in Buckingham, PA with his wife, son Thomas, daughter Caroline, and of course, their Golden Retriever, Sadie. Outside of playing competitive soccer, Rob enjoys being outside, whether it be hiking, enjoying nature with his family, or even just cutting the lawn. Rob serves on the board for the Peace Valley Nature Center at Lake Galena in Bucks County.

Mark, his parents, and grandparents all have deep Philadelphia roots with his grandparents immigrating from Italy and Ireland. Mark was born and raised in Bucks County, PA and after graduating from St. Joseph’s Prep he attended Penn State University earning a Bachelor’s of Science (BS) in Economics. During his four years at Penn State, Mark balanced academic and athletic duties playing Division I football for the Nittany Lions. His senior year he was awarded the Maxwell Football Club’s Thomas Brookshier Spirit Award for his leadership, loyalty, and effort during the season.

Upon graduation, Mark wanted to build a career serving his community. Mark immediately developed a strong interest in financial planning and never looked back. As a CERTIFIED FINANCIAL PLANNER™, Mark proudly serves as a fiduciary to his clients. Over the past decade, Mark developed a skillset helping clients to integrate the complexities of their investments, retirement, taxes & estates.

Mark lives in Washington Crossing, PA with his wife and son. Outside of work, you will most likely find Mark spending time outdoors with his family at one of the beautiful Bucks County parks. Mark also enjoys trips to Happy Valley for football weekends in the fall and trips to the beach in Sea Isle City, NJ in the summer.

Jupiter is the Director of Wealth Management at Rockwood. He is a Boston native, but we don’t hold that against him. He settled in the Philadelphia area after studying Economics at Swarthmore College and has called New Hope his home for more than two decades.

Jupiter’s experience navigating complex processes and technology tools was honed during his 20 years at Bloomberg LP, where he earned his CFA designation and worked across a wide variety of global financial products, markets, and asset classes. He now applies those skills at Rockwood, where he was led by his dedication to helping people achieve their personal and financial goals.

Outside the office, Jupiter may be seen running or cycling around the beautiful, bucolic roads of Bucks County, traveling with his wife Kristen, or out dining at one of their favorite local restaurants. He may also be found shuttling one of their four kids around and cheering wildly at a wrestling, basketball, soccer, lacrosse, or rugby competition. None of his kids play competitive jai-alai yet, but he hasn’t ruled that out.

Gerri joins Rockwood most recently from the financial technology space, having worked for Orion Advisor Technology and was the senior member of the advisor services team at RobustWealth. Both companies provide enterprise-wide technology services for investment advisory firms. At each, Gerri was in a relationship management role acting as the point of contact for clients and responsible for their seamless utilization of their technology suite. Prior to FinTech, Gerri’s career was as a Vice President at three prestigious trust companies responsible for investment management, trust & estate services, accounting services, and financial planning for private clients and institutions.

Born and raised in upstate New York, Gerri graduated summa cum laude from the University at Albany with a bachelor’s degree in English. She and her husband Stan, live appropriately enough, in Gardenville, PA with their border terrier, Calvin and feral cat, Olivia.

Outside of the office, Gerri is interested in plants and trees, enjoys gardening, and loves all wildlife (except the heron that raids her koi pond). Gerri is committed to health and fitness, which includes high intensity strength training. When she can, she does all this while listening to historical fiction on Audible.

You won’t find too many professionals with academic pursuits in both Finance and Theology – but those precisely the degrees with which John graduated from the University of Notre Dame.

His first professional foray was as an equity trader, but he eventually found that narrow role quite unfulfilling. John decided to shift his focus to comprehensive financial planning because he enjoys the connections with his clients as he advocates for their financial well-being.

John lives in Blackwood, NJ and his passions outside the office include writing, hiking, and philosophy. Of course, you will also find him enjoying any and all Fighting Irish and Philly Sports!

Max was born and raised in Montgomery County, PA, and returned there after college. After graduating from Liberty University, Max worked with Thrivent as a financial associate in a small dedicated financial planning team where he learned how to apply investment, insurance, and wealth planning solutions for their clients. Transitioning from Thrivent, he moved to a Fee-Only RIA in Yardley, Bucks County, where he appreciated the ability to provide conflict-free recommendations to his clients. Max looks forward to expanding his expertise at a higher level with advice-based solutions as a Private Client Advisor at Rockwood.

He is an avid Philly sports fan and enjoys playing soccer whenever he has free time. Having grown up in a musical family, Max enjoys playing percussion and continues to play at a professional level, albeit as a volunteer, for his church and other organizations.

Courtney, a native of Horsham, Pennsylvania saw financial struggles firsthand in her immediate family. This inspired her to pursue a career in wealth management. As a Private Client Advisor, she is passionate about helping individuals and families accomplish their personal and financial goals.

After graduating Cum Laude from Temple University in Philadelphia, Pennsylvania earning a Bachelor’s degree in both Finance and Financial Planning, she pursued a career in financial planning. It was crucial that she work for Fee-Only registered investment advisory firm in a fiduciary capacity, ultimately leading her to establish her home with Rockwood Wealth Management in 2018.

Outside the office, you can find Courtney spending time with her dog Ollie, traveling, playing pickleball, trying new restaurants, or spending time with family on Long Beach Island.

Trey was born and raised in New Hope, Pennsylvania just a few minutes from Rockwood Wealth Management. During his time at Rutgers University, where he majored in Finance, Trey gravitated towards private wealth management and honed his understanding of how best to help people reach their financial goals. He realized through his experience that to best serve his client, doing so as a Fee-Only fiduciary was the only viable path. That cognizance ultimately led Trey to Rockwood Wealth Management.

Whether you meet him in or out of the office, Trey brings unbridled energy and relentless positivism to everything he does. Outside the walls of Rockwood, you can find Trey doing just about anything related to classic cars. Whether that is sitting on the board of the New Hope Auto Show, wrenching on cars, or just going for a drive – classic cars are his true passion. That passion evolved into a hobby; and now as a race car driver, he is constantly preparing race cars (and himself!), for the next competition. If somehow all that work is finished in time, you might just catch him on the golf course.

Kim graduated from Lafayette College where she attained dual BA degrees in Mathematics and Economics as well as a minor Environmental Science. She was born and raised in Northern New Jersey and moved to Philadelphia upon graduation from Lafayette.

Kim worked for Wilmington Trust, a subsidiary of M&T Bank, in their intensive Management Development Program. She worked within the Family Office Group, providing financial management, entity management, and accounting services to high net worth clients. As Assistant Vice President, Kim also developed strong client relationships, gaining their trust, and efficiently managing their varied and complex accounts. Kim appreciates how she can better tailor her financial planning services to her clients in a more personal way at a smaller firm like Rockwood.

Kim enjoys staying busy with DIY projects, traveling, and outdoor adventures/activities. She is an avid hiker having summited Mt. Washington four times and was a competitive equestrian before and during college. She also loves spending time in New England with friends and family hiking, boating, and swimming.

To be clear, no one at Rockwood messes with Mike! We all know he’s an expert in Brazilian Jiu Jitsu; so unsurprisingly, everyone at the office is quite kind to him.

Fortunately, he’s also an expert in trading and advisory firm operations. Mike is responsible for the timely and accurate execution of trades for Rockwood’s clients. He brings trading and operations experience through his previous roles at large national and multi-national banks and investment companies. His passion for trading and attention to all the details give Mike the tools to act in the best interest of all our clients.

Mike grew up in Tucson, Arizona and graduated from Arizona State University in 2012 with a degree in Finance. After college he made his way to the East Coast and lived in New York City for eight years before the charms of Bucks County, Pennsylvania coaxed him out of the city for good. When he is not at work, Mike he stays busy raising two children with his wife, staying active outdoors, watching sports, and of course…training Brazilian Jiu Jitsu.

Jack is a native of New Hope, Pennsylvania, graduating from New Hope-Solebury High School prior to attending Temple University. He graduated from Temple University summa cum laude with a BBA in Finance and Financial Planning. Outside of his coursework, he participated in the University’s Financial Planning Association and Finance Association. Through many conversations with his advisors and industry professionals, along with his experiences at Temple, he discovered his interest in financial planning. After interning at Rockwood Wealth Management, Jack looks forward to continuing helping others achieve their goals and providing comprehensive financial advice.

In his free time, Jack enjoys spending time down the shore in Forked River, New Jersey, deep sea fishing, golfing with his friends, and cheering for the Philadelphia sports teams.

Najeedah is a Bucks County native who, from an early age, has been in love with the area and the natural beauty it has to offer. Whether it was attending the Governor’s school (where she learned about soil types, agriculture, plant science, farm animals, and global food issues), boating on the lake, or horseback riding on the farm, Najeedah has always spent as much time outdoors as possible.

Even while attending Temple University, where she double majored in Financial Planning and Risk Management & Insurance, she was able to stay connected to this passion by working at Sommerfield Stables teaching new riders, training rescue horses, and caring for a sweet pony named Lily.

At Rockwood, Najeedah translates this energy and enthusiasm into the nuances of finance where she enjoys providing her clients with the necessary direction and guidance to help them accomplish their financial goals.

When you walk through the door at Rockwood Wealth Management, Erin is the first person to greet you. She is a team player with a passion for people and specifically ensures that our clients feel welcomed, and her colleagues well supported.

Erin brings over twenty-one years of administrative support experience to her role at Rockwood. She started at Merrill Lynch as an Administrative Assistant and over her seventeen-year career at Merrill, held various administrative and project management roles in Financial Advisor Training, Investment Management, Retirement, and Operations and Technology. Shifting gears, she joined Covance, in Princeton, NJ, as an Administrator in the Shared Services and Communications departments.

Erin is a hockey mom and spends most of her weekends traveling with her boys, to (very cold) ice rinks within the Tri-State area and New England. In the off season, she loves to entertain family and friends and care for foster dogs. She resides in New Hope with her husband, Chris and two teenage sons.

Brian earned his Bachelor of Science in Accounting from Bloomsburg University of Pennsylvania before serving as fiscal compliance auditor with the State of Maryland. Transitioning to an advisory role, Brian ventured into public accounting in 2005. As a CPA, Brian worked in public accounting assisting clients in various capacities including income tax planning, tax preparation and planning for business owners.

Brian has served as the Chief Financial Officer for a local financial technology services company, where he gained a passion for the wealth advisory profession. He leverages his extensive experience advising business owners and high net worth clients at the intersection of prudent portfolio management and strategic tax planning.

Brian currently resides in Doylestown with his wife and son. He is active in the local youth sports community, a former Board member of the Solebury Township Historical Society, and current Board member of the Bucks County Estate Planning Council. When he needs to rest and recharge, you’ll typically find him at the Jersey Shore or somewhere along the Florida coastline.

John was born and raised in Ann Arbor, Michigan. He came to Philadelphia to pursue a career in Physical Therapy, earning a Doctorate in Physical Therapy from Arcadia University in Glenside, PA. He practiced physical therapy for 3 years, working with patients across the entire lifespan encompassing a wide variety of diagnoses and medical conditions.

While successful and despite enjoying patient care, he became dissatisfied with the non-clinical factors that negatively affected his patients’ well-being and as a patient centric provider, his reduced ability to provide the optimal care that he wanted to. He chose personal financial planning due to his interest in finance, his enjoyment of working with people, and in assisting clients on their path to achieve their personal goals. John views financial planning as an essential component of everyone’s life in providing a roadmap to its challenges and complexities. John is currently studying to become a Certified Financial Planner® Practitioner through his alma mater, North Carolina State University, where he earned a BS in Biology.

John resides in Philadelphia where he enjoys exploring various restaurants, trying new food recipes at home, staying active in various ways, especially in basketball, and traveling. He has family in Downingtown, PA and enjoys having his nieces and nephew close by.

Ben is a native of Central New York where he spent his time playing sports and working at the best barbecue restaurant in the region, “Bob’s Barbeque.” College took him to Easton, PA where he graduated summa cum laude from Lafayette College with a BA in Mathematics & Economics. While at Lafayette, he participated as a member of the Speech and Debate team. Coursework in economics, as well as conversations with alumni, friends, and professors led Ben to take an interest in finance. He has a deep passion for helping others, leading him to pursue a career in financial planning where he can combine his academic interests with the ability to make a positive impact in client lives. Ben lives in Warminster, PA and when he is not working you can find him playing soccer, tennis, or hiking the beautiful trails of Bucks County.

Born and raised in Bucks County, Joe played 5 years of professional hockey for the minor league affiliates of the NHL’s Philadelphia Flyers and New York Rangers before retiring from the sport and transitioning into financial services.

Before his professional hockey career, Joe studied Economics and Communications at Hamilton College before transferring to the University of Massachusetts-Lowell, where he graduated with a BSBA in Management. After retiring in 2019, he coached at the NCAA level for a year before beginning his financial services career in 2020 with PNC in their Vendor Finance line of business.

Through personal experience and general curiosity, Joe developed a passion for personal finance and financial planning. He has a strong desire to help others achieve their goals and aims to provide a positive impact on client’s lives through holistic financial planning.

Joe lives in Moorestown, NJ with his wife, Nicole. Outside of the office you can find Joe on the golf course, in nature with his wife, at a local hockey rink, or spending time with his family.

Adam, a Private Client Advisor at Rockwood, began his carrier in financial services in 2012. Following in his family’s footsteps, Adam started advising clients on appropriately structuring insurance plans for themselves and their businesses. With a deep foundation of bespoke insurance planning in place, Adam then shifted his focus to holistic wealth advisory.

Adam graduated from Babson College in 2010, where he earned a Bachelor of Science in Business Administration, concentrating in entrepreneurship and strategic management. Furthering his professional education, he earned his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College, as well as his Certified Financial PlannerTM certification in 2015.

Given his kind persona, something you might not know about Adam is that following college, he served as an infantry assistant squad commander in the Israel Defense Forces.

Adam lives in Philadelphia with his wife, Molly, and his daughter, Vera. He is an avid Eagles fan. When not at work, Adam can be found cooking, watching lots of football, and spending time with his family.

Adam serves on the Board of Trustees and the Finance Committee for the Jewish Federation of Greater Philadelphia and the Board of Directors of Yashar LaChayal, a humanitarian support organization.

Courtney is a native of Bucks County who loves being surrounded by her close friends and family and has always enjoyed the beauty and comfort of New Hope. From an early age, her parents have instilled in her the importance and value of maximizing one’s finances, which has given her a passion to help individuals and families accomplish their financial goals. She has a strong desire to leave a positive impact on her clients’ lives.

Courtney graduated from Penn State University with a Master’s in Accounting, Bachelor of Science in Accounting, and a minor in Spanish. She began her career at KPMG in Philadelphia as part of the Private Enterprise group where she worked primarily with high-net-worth individuals, real estate partnerships, and family offices.

She currently lives in Buckingham, PA. Outside of the office, you can find her exploring the scenery in New Hope and Doylestown, spending time with her family and new puppy, or reading the latest romance novel. During the summer, she enjoys spending most of her time at the beach, either with her husband's family in Long Beach Island, NJ or at her family’s beach house in Lido Beach, FL.

Jeff grew up in Dallas, Texas and earned his bachelor’s from the University of Texas, Austin. After graduating with a degree in psychology, he spent the first decade of his career in Human Resources leadership roles where we focused on executive coaching, leadership development and organizational development. Although he enjoyed all facets of HR, he found his passion during this time while participating with investment corporate 401(k) committees and decided to pivot into a career in financial planning.

After earning his MBA at the Fox School at Temple University, Jeff began his financial services career at Morgan Stanley where he developed his capital markets acumen. He realized his true passion was assisting clients with their comprehensive financial planning needs and he was able to do so in his roles at Vanguard and Fidelity.

Jeff lives in Blue Bell, Pennsylvania with his wife, Fern, and daughter, Deanna. Outside the office, Jeff often spends his time pursuing his passion for creative writing, smoking a Texas brisket, watching NHL hockey, or rooting for his beloved Texas Longhorns in all sports. Just about every weekend, you can find him and the family at their shore house in Margate City, New Jersey.

A longtime resident of Hunterdon County, NJ, Liz launched her professional journey with Price Waterhouse Coopers and with HSBC Bank in their Trust and Investment Management Groups. She followed those roles with more than twenty years of small business experience managing the finances and marketing for Loew and Patel Orthodontics, as well as owning and operating a baking business.

Liz earned her Bachelors Degree from Bucknell University and her Masters Degree in Business Administration from the University of Rochester. Both her work experience and her personal interest in economics and finance encouraged her to pursue personal financial planning. She thoroughly enjoys engaging with people to learn the details about their life goals, and she is excited to help others make their dreams become reality.

She currently lives in Whitehouse Station with her husband, their 4 children, and their 3 dogs. Those who know Liz are never surprised to find her enjoying a pre-dawn run, baking, or seeking colder weather and snow with her family on the ski slopes or hiking trails in Colorado.

Jen grew up in Orange County, NY and spent her early years enthusiastically participating in dance and theatre productions. She attended Rider University, where she graduated summa cum laude with her Bachelor’s Degree in English Literature. After college, Jen obtained her Property & Casualty and Life, Accident & Health insurance licenses and worked with State Farm managing and advising clients. She has held a variety of positions including Account Executive for an eDiscovery software company, where she marketed to law firms and managed customer accounts. Most recently, Jen worked for Rockwood in client services, but following her SHRM-CP certification, transitioned to her current role as HR Coordinator.

She is a resident of Frenchtown, NJ where she loves walking and running along the Tow Path with her husband, Scott and small Yorkshire Terrier, Ellie. When she is not in the office, you can find Jen with her nose buried in a book or enjoying the outdoors!

While Rob is a wonderful wealth advisor, we are also pretty sure he’s a shoo-in as a future coach for a local little league team. He’s an inspirational guy and his hard work and quiet humility are a great example to all those he meets.

Rob graduated from Philadelphia’s La Salle University with a Bachelor of Science in Business Administration in Accounting & Finance, gaining valuable insight in both areas of business during several work experiences through his co-op program. While attending LaSalle, Rob headed the Club Baseball program.

Rob aims to pursue his passion of helping others reach their financial goals and enhance their lives by providing security, confidence, and awareness. With his attention to detail and positive attitude, Rob works hard to build trustworthy relationships and make an impact on his clients’ lives in the best way possible.

As a native of rural Worcester, PA, Rob enjoys the outdoors, landscaping, and taking in his naturistic surroundings when he can. In his spare time, you can find Rob watching the Phillies, golfing with his friends (who are much better than him), playing cards, working on cars, playing slow-pitch softball, or volunteering with “For Pete’s Sake Cancer Respite Foundation.”

Born and raised in Fairbanks, Alaska, Jade spent her childhood playing competitive ice hockey. Her desire to play at the collegiate level led her to Endicott College in Beverly, MA, where she majored in both Finance and Marketing. While obtaining her degree, she enjoyed fulfilling her childhood dream by playing for the Women’s Ice Hockey team. While she no longer plays hockey, she enjoys coaching the girls' varsity team at Princeton Day School and watching the sport, cheering on the Pittsburgh Penguins. Jade realizes this is a big rivalry being in the Philadelphia area, but when you’re from Alaska, you get to pick and choose your sports teams.

As a Private Client Advisor at Rockwood, Jade enjoys helping clients and families achieve their goals through holistic financial planning. She likes to think of the financial planning process as a puzzle and strives to make its complexities into a simple, but ever-changing, roadmap for long-term success.

Jade lives in Yardley, PA, with her husband and their dog, Fiona. When she isn’t working, you can find her running or biking on the canal, traveling, watching sports, or reading a good book (preferably on the beach).

Adam is responsible for the timely and accurate execution of trades on our clients’ behalf. He is one of those rare talents who is equally comfortable operating a trading hierarchy and a pickup truck. He is a dedicated and focused professional, who quietly has a knack for simply figuring things out.

He spent the majority of his undergraduate years studying economics at Drexel, but Adam decided to finish his degree at Western Governors University so that he could simultaneously work full-time and finish his degree. His previous work experience on the trading desk at a large investment management platform helped prepare him for the rigor of Rockwood’s trading team.

Even though he is wicked good with a computer, you’ll often find Adam hiking the trails of the Wissahickon valley looking for his next fishing spot.

Cat was born and raised in Essex County, NJ. She grew up playing soccer, riding horses, and going down to Wildwood every summer. She was raised to understand the value of a dollar, save for the future, and always look out for a good deal.

After double majoring in sociology and chemistry at The College of New Jersey, she started her career as an organic chemist in R&D at a flavors and fragrances company. Her original plan was to become a college chemistry professor, but her budding interest in personal finance soon became her focus. She received her Certificate in Financial Planning from Bryant University shortly after joining Rockwood, and passed the CFP exam in November 2020.

Cat lives in Yardley, PA with her wife. Outside of financial planning, she is unyielding on her mission to upstage her last home-cooked meal. She loves hiking and traveling up to the Poconos to spend time with family. You can also find her in the yoga studio, working on her tennis game at a local park, skiing in New Hampshire, or watching the USWNT pave their way to victory.

Phoebe is a Bucks County native, who grew up splitting her time between the soccer field and dancing (ballet, tap, and jazz). She attended West Chester University and graduated Summa Cum Laude with a dual-major in Economics and Finance.

Following her graduation, Phoebe obtained her Accident, Life, and Health licenses and advised clients at one of those big Wall Street firms where young professionals often start. She was frustrated that the clients’ best interests were simply an afterthought and knew she needed to choose a different path.

Pivoting away from a product-centric role, she gained experience in corporate finance and retail banking before deciding that she wanted a more client-centric career. She worked as a Wealth Planning Assistant at an independent retirement planning firm where she managed all aspects of the client experience and worked closely with the advisors. She’s since levelled-up to Rockwood and is devoted to her clients and team.

Outside of the of office, Phoebe enjoys spending time with family and friends, and takes pride in being “the cool aunt” to her nieces. You can often find her trying new restaurants in Philly, staying active (either with soccer or Pilates), reading a good book (preferably with her cat curled on her lap or on a beach), or traveling to Europe.

Kyle brings an intense passion for helping others gain more confidence in their financial well-being to his role as a Private Client Advisor.

After graduating from William Paterson University with a bachelor’s degree in Financial Planning, Kyle decided to return to WPU and complete his MBA, with a focus in Entrepreneurship. While completing his Masters in the evenings, he was able to gain valuable experience as a financial planning and sales assistant for a Financial Planning firm in New Jersey.

Residing just over the border in New Jersey, Kyle enjoys spending time with friends and family, playing soccer and rugby, and using his knowledge of the wilderness obtained during Eagle Scout training while on frequent weekend hikes. If he is not on the field or enjoying nature, you can most likely find him in South Philadelphia, cheering on the Sixers, Eagles, Phillies, and Flyers.

Tiffany grew up in Blue Bell, PA but had a taste of the city life while attending Drexel University. After graduating from Drexel majoring in Accounting with a minor in Legal Studies, Tiffany began her career at a mid-sized accounting firm where she primarily worked on the fiduciary team. After working on several fiduciary trusts and private foundation tax returns, Tiffany discovered that she wanted to learn more about the processes involved in creating them as well as how trusts and foundations become successful wealth transfer strategies. As a professional with a high level of intellectual curiosity, Tiffany began exploring other career paths where she could develop and apply these strategies directly to help clients. She realized that the financial planning profession was the best fit for this goal, as it aligned with her ideologies. As a Financial Planning Associate at Rockwood, she enjoys working directly with her clients with the ultimate goal of having a positive and lasting impact on their lives.

When Tiffany is not at work you will more than likely find her in the kitchen cooking, eating in a healthy way, playing with Jack, her Pomeranian, or breaking a sweat, either hiking or as an avid Hot Yoga participant. Never one to take it easy, Tiffany is currently studying for her CPA and CFP® exams and will soon matriculate in a master’s in taxation program.

Travis grew up in Central New Jersey where he spent his early years playing sports and working at the local bicycle shop. After majoring in Religious Studies at Skidmore College, Travis embarked on a lifelong pursuit of educating others. The first step in this journey took him all the way to Zhuhai, China where he had the opportunity to teach English for a year at Sun Yat-sen University.

After returning stateside, Travis began his financial services career at BlackRock, where he managed portfolios for individuals and small institutions. He realized that he wanted to play a more central role in clients’ lives and in educating them about their finances. To this purpose, he transitioned to a financial planning role at TIAA-CREF helping professors, doctors, and administrators at Universities and Hospitals in the New Jersey area.
During his ten years in the profession, Travis has realized that empowering people through financial education, and helping them navigate the ever-evolving complexities of investing and financial planning, has proven to be a winning combination.

Travis currently lives in Lawrence Township, NJ with his wife, Carolina, and his son, Dylan. He spends his non-working hours hiking, watching movies, and finding good eats.

Joe serves as Rockwood’s lead trader, relying on his expertise gained as a senior institutional equity trader for over twenty years. He is responsible for ensuring the best execution of every trade that our firm makes on behalf of our clients.

He has traded US equities of all market capitalizations and all GICS sectors for the mutual funds and institutional accounts for US-based investment teams. One of Joe’s areas of focus was trading electronically utilizing algorithm suites and various alternative trading systems. Prior to his specialization on the trading desk, Joe helped shape accounting and operations divisions, including establishing processes & procedures for new account set-ups, reconciliations, and trading.

Joe graduated from Towson University with a bachelor’s degree in finance and began his career at Macquarie. In his earlier professional days, he held client service roles, operations roles, and trading roles – so it’s fair to say, he certainly knows the ins and outs of the financial services profession.

Even though he was born in Pittsburgh, he’s an avid and long-standing fan of the Phillies and Eagles – which is because at the age of nine, Joe moved just a few miles outside of Philadelphia to Gibbsboro, NJ. He now lives in Eastampton, NJ, right around the corner from his two children, with whom he enjoys spending time – mostly catching up on his son’s career moves and his daughter’s gymnastics meets.

In his spare time, you can find Joe as a spectator at a myriad of sporting events, peddling on his Peloton bike, or outdoors with his girlfriend, Michelle, walking, running, biking, or playing his most recent passion, pickleball.

Natalia was born and raised in New Jersey and still currently lives in Bridgewater with her family. She has enjoyed visiting the New Hope area since she was a child and has many fond memories of our area. Upon graduation from William Paterson University, Rockwood was an ideal location to start her financial planning career.

Natalia graduated Summa Cum Laude with a bachelor’s degree in Financial Planning and a minor in Political Science. She comes to her role as a Private Client Advisor at Rockwood with prior experience working at two Fee Only wealth management firms and at Charles Schwab’s RIA Program. Additionally, Natalia has completed her CFP® certification education requirements and is currently pursuing her CFP® certification comprehensive examination requirement.

She has always had a strong interest in financial planning and personal finance since she was young. As the child and younger sibling of immigrants, Natalia understood well the struggles of navigating complex financial institutions without professional assistance. She looks forward to providing clients with the expertise, advice, and even the comfort she wishes others had provided for her family.

Outside of work Natalia enjoys visits to art museums, making her own arts and crafts, or hiking with her two Miniature Schnauzers

Renee, a first-generation American raised in Northern Virginia, saw her parents establish a new life for themselves from very little, which instilled in her a passion to motivate and empower others to make the most of their finances.
Renee’s hunger to educate herself and others led her to James Madison University where she Majored in Corporate Finance and Economics, eventually going on to become a Certified Financial Planner®.
Renee spent much of her ten years prior to Rockwood as a financial planner at TIAA-CREF, working with employees of education and non-profit institutions. When not working directly with clients of TIAA-CREF, Renee partnered with local universities to lead workshops on Women’s Financial Literacy.
Renee has been living in Doylestown for the past eight years where she currently resides with her husband, Brian (a Bucks County Native), two daughters, Madeline and Teagan, and yellow-lab, Bella.
On the weekends you will find Renee at Peace Valley Park or at local playgrounds with her family. When they can, the family will head to Ocean City, NJ in the summer and up to the Poconos to snowboard in the winter.

Carlie grew up in Fort Washington, Pennsylvania surrounded by family and friends, and playing numerous sports. She started her education at Saint Joseph’s University but then transferred to Temple University to enroll in their Financial Planning major. Following her graduation, Carlie gained experience during an internship at an independent financial planning firm in Doylestown, Pennsylvania. Putting clients’ interests first as a Fee-Only fiduciary was very important to Carlie, which lead her to becoming a Private Client Advisor at Rockwood Wealth Management. She has a true passion for helping clients achieve their lifetime goals by spreading knowledge in financial planning.

During her free time, you will find Carlie spending time with her foster-fail dog, Millie, and taking family vacation trips to Ocean City, New Jersey. Carlie also enjoys winter sports; being a former inter-collegiate hockey player and skiing in the Poconos.

James grew up in Reading, PA, the son of a former Army physician and the younger brother of an Army physician. He attended the United State Military Academy at West Point graduating with a BS in Legal Studies with an emphasis in Systems Engineering. Upon graduation and commissioning James successfully completed the Army Ranger School and then became an infantry officer serving as an intelligence team leader, headquarters company operations manager as well as executive officer, and rifle platoon leader.

James then started his civilian career at Bridgewater, a large macro-economic hedge fund, and was a senior trader dealing with foreign exchange markets, futures, and options. He also planned, developed, and implemented five separate trading technology enhancement projects.

Although James did very well in the fast-paced markets on Wall Street, he missed the service component and longed for the ability to have a more direct impact on improving clients’ lives. This desire for assisting clients and a wish to return to Pennsylvania and be closer to his family, led James to depart Bridgewater and the bustle of the I-95 corridor in Connecticut for the idyllic setting of Bucks County and Rockwood. He enjoys his new career of improving the lives of families through sound financial planning. James resides in Doylestown with his wife and golden retriever.

While Army beating Navy in football were treasured moments during his Army career, James’ most treasured Army accomplishment was meeting his wife, Sydney. When away from the office, James enjoys reading, hiking, movies with Sydney, and playing with their dog. James also is a firm believer in giving back and actively volunteers for the Travis Manion Foundation’s 9/11 Heroes Run and, as an Eagle Scout, serving on the Investment Committee for the Washington Crossing Council of Scouting USA.

Jack found his passion for Finance when he was given a book to read during college about becoming a trusted advisor. That sparked his eagerness to learn more about the profession - and shortly thereafter, Jack added Finance as second major. He’s been using his knowledge in finance to benefit others ever since.

Jack was born and raised in Doylestown, Pennsylvania. He graduated from La Salle University with a double major in Finance and Marketing. Out of the office, Jack stays active outside by going on walks and runs around Bucks County. He enjoys spending quality time with his family by cooking and eating with them (especially if it’s an Italian recipe). You can also find him playing tennis and golf when the weather is nice.

After marrying her high school sweetheart, Patti and her husband would drive through Bucks County from their home in the Venice of New Jersey to visit a friend regularly. They fell in love with New Hope, PA, and decided to relocate their young family here, buying a home in 2002.

Patti brings along a diverse background in the banking industry to her role as Client Service Associate at Rockwood. Upon graduating Summa Cum Laude from Kean University in Management Science, Patti started out as a Management Trainee for United Counties Trust Co and has since been providing service to customers in the retail banking industry for over 12 years. Her most recent position was Operations Specialist for The Bank of Princeton. With this dynamic work experience, Patti looks forward to creating long-lasting, positive relationships with Rockwood’s clients.

Our resident thespian, Patti’s CV features roles on television commercials, independent films, and on stage with many local community theater groups. When not riding through Bucks County’s country roads on the back of her former high school sweetheart’s (now husband’s) motorcycle, Patti enjoys spending time with her two beautiful daughters, hiking, and European travel. Patti is grateful to be both working and living in New Hope where she and her husband share a home with their two Italian Greyhounds.

Robert was born in Cape May, New Jersey and grew up in the San Francisco Bay Area. He returned east for college and has remained here ever since, settling in the Philadelphia area in 1997. He earned a BA in Philosophy from West Chester University, and has worked in the financial services industry since 1998. Since obtaining his Certified Financial Planner certification in 2004 he has worked with clients from all over the country in a fiduciary capacity, helping them align their financial decision making to that which matters most to them.

Robert noticed early on in his career that clients often had multiple professionals helping with different parts of their financial picture, but those advisors rarely coordinate with each other. This resulted in gaps developing that increased risk and missed opportunities. Robert has spent the bulk of his career helping to bridge those gaps and making sure all elements of his client’s financial lives are moving toward the same end. In his free time, he is a die-hard Phillies fan, amateur mixologist, and avid collector of vintage vinyl. He lives in Montgomery County with his wife and son.