Our Team

About Rockwood

The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.

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John R. Augenblick

President | MBA, CFP®

John R. Augenblick is the Founder and President of Rockwood Wealth Management. He is committed to the development and growth of conflict-free comprehensive financial planning and investment management. With expertise well respected in the community, he serves on the New Hope-Solebury School Board and the Finance Committee of the Mercer Museum.

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Kenny B. Bauer

Principal | EA, CFP®

Kenny is a Principal for Rockwood Wealth Management. He has over twenty years’ experience in wealth management and financial planning and has assisted clients in over twenty states, as well as internationally. He possesses particular expertise in the needs of corporate executives, clients in transition, and clients planning for multigenerational wealth.

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Sam W. Feldbaum

Principal | MST, CFP®

Sam is dedicated to providing individuals and their families with comprehensive and conflict-free financial advice. Prior to joining Rockwood Wealth Management, Sam was the head of Financial Planning at Locust Capital Management, where he was responsible for all aspects of the Wealth Planning process.

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Mark T. Kelly

Principal | CPA, MST, CAIA

Mark is a partner at Rockwood Wealth Management and has over 20 years of experience. His specialty is in working with high-net worth clients in all aspects of wealth management, including advanced financial planning, asset management, risk management, as well as tax and estate planning.

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Megan J. Lottier

Principal | MST, CPA

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 has over 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.

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Mark Arcidiacono Jr.

Private Client Advisor | CFP®

Mark is a Private Client Advisor and enjoys working in the community in which he was raised. Mark began his career in wealth management as a Financial Consultant with a large and established retirement plan advisor group before deciding upon working with his clients in other areas of financial planning. He worked as a Vice President and Financial Consultant for Charles Schwab & Co in their Newtown office in Bucks County before coming to Rockwood.

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Dominic A. Bova

Financial Planning Associate | CFP®

Dom, a Financial Planning Associate at Rockwood, has a deep passion for providing conflict free financial advice to his clients. He began his career at Vanguard in Malvern, PA in the Retail Investor Group as an Advanced Brokerage Investment Professional, where he gained foundational knowledge working for clients in the financial industry.

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Geraldine Broadbent

Client Service Associate

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. At each, she was in a relationship management role acting as the point of contact for clients and responsible for their seamless utilization of their technology suite.

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Maxwell V. Dalavai

Financial Planning Associate

Max has a strong desire to help others gain financial peace and clarity, while also building long-term relationships with the families he works with. As a graduate of Liberty University, with his Bachelor’s degree in Business Administration and a concentration in Financial Planning, Max looks forward to working with clients at Rockwood as a holistic financial planner, offering unbiased advice.

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Maureen C. Donahue

Private Client Advisor | CFP®

Maureen brings a friendly confidence to her role as a Private Client Advisor at Rockwood Wealth Management. Prior to joining Rockwood, Maureen worked as a financial planning associate at Goldman Sachs and J.P. Morgan where her advisory teams worked with wealthy families and institutions all over the country.

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Courtney L. Durham

Financial Planning Associate | CFP®

Courtney, a Financial Planning Associate with Rockwood Wealth Management and graduate of Temple University’s in Financial Planning program, is passionate about helping individuals and families accomplish their personal and financial goals.

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Kimberly A. Evans

Financial Planning Associate

Kim is a Financial Planning Associate for Rockwood Wealth Management and enjoys connecting with clients and strives to help families reach their personal financial goals. Prior to joining Rockwood, Kim was an Assistant Vice President and Accountant at Wilmington Trust in their Family Office Group where she very much enjoyed assisting her clients with their financial management needs.

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Najeedah Ghias

Financial Planning Associate | CFP®

Najeedah is a Financial Planning Associate with Rockwood Wealth Management having graduating Temple University with a double major in Financial Planning and Risk Management & Insurance.

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Alaina M. Gilbert

Private Client Advisor | CFP®, CPWA®

Alaina brings a variety of personal and professional experiences to her role, including over four years of experience working with wealthy individuals and their families at Market Street Trust Company. Alaina is passionate about helping others meet their goals and especially enjoys multigenerational planning.

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Anibal Guerrero Russo

Financial Planning Associate | CFP®

As a Financial Planning Associate at Rockwood, Anibal’s desire to learn hasn’t stopped. He understands that to be a successful fiduciary for his clients, having a desire to continue learning the complexities of individualized planning is necessary. He believes planning should be holistic, unique for every client, and involve every facet of a family’s situation.

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John T. Hagan

Private Client Advisor | MSF, CFP®

John, a Private Client Advisor at Rockwood Wealth Management, is passionate about comprehensive planning and analysis in a high integrity environment and believes the cornerstones of a successful long-term client experience include thorough listening, empathy, and candid feedback.

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Brian M. Hansen

Private Client Advisor | CPA, CFP®

Brian has served as the Chief Financial Officer of a financial technology 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.

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John Helvie

Financial Planning Associate | DPT

John 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.

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Joe Houk

Financial Planning Associate

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.

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Scott H. Kelley

Private Client Advisor | MBA

Scott Kelley, Private Client Advisor, is vastly experienced in the investment advisory profession with 23+ years in private wealth management. Scott has held senior positions at Goldman Sachs Private Wealth Management, and served as a managing director at BNP Paribas and Morgan Stanley. The depth and breadth of his experience provides him with unique insight on the value of conflict-free fiduciary relationships and advanced planning.

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Jeff B. Llewellyn

Private Client Advisor | MBA, CFA, CFP®

Jeff, a Private Client Advisor at Rockwood Wealth Management, is passionate about providing families with conflict-free comprehensive financial planning. He has over twenty years of professional experience – including at Vanguard as a Senior Financial Advisor and more recently at Fidelity where he provided advisory services to successful families with complex needs.

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Elizabeth V. Loew

Financial Planning Associate | MBA

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.

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Jennifer Malinowski

Client Service Associate

Jen brings a strong background of customer service and account management to her Client Services position at Rockwood.

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Paige E. Marlow

Client Service Associate

Paige brings more than ten years of experience in the financial industry to her role as Client Service Associate with Rockwood Wealth Management. Prior to Rockwood, She held various roles at Merrill Lynch, including legal assistant, before finding her passion servicing clients and supporting advisors.

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Catherine P. Morgan

Financial Planning Associate | CFP®

Cat, a Financial Planning Associate with Rockwood Wealth Management, started her career as an organic chemist in R&D at a flavors and fragrances company before her budding interest in personal finance brought her to Rockwood.

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Craig E. Morgenstern

Private Client Advisor | CFA, CFP®

Craig is a Private Client Advisor with Rockwood Wealth Management. He is committed to providing complex family groups with comprehensive wealth management advisory services which are independent, objective, and conflict-free. Craig is an experienced investment professional having served in a private family office, equity hedge fund, and outsourced chief investment office.

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Mihir N. Pandya - in Memoriam

Financial Planning Associate

Sadly, Mihir passed away due to a tragic accident on May 23, 2022 at the far too young age of 39. We mourn along with his lovely wife, Swetha and beautiful daughter, Arika and their families. We miss Mihir’s smile, enthusiasm, and kind heart. He was a true gentleman to all.

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Krista Parsons

Office Administrator

As the Office Administrator at Rockwood Wealth Management, Krista loves working with both clients and colleagues. She is responsible for the day-to-day management of the office including customer service, facilities management, technology troubleshooting, planning office events, meeting preparation, equipment and supplies management, and other assigned tasks.

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Kyle D. Quigley

Financial Planning Associate | MBA

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

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Courtney Ripp

Financial Planning Associate | MAcc, CPA

Courtney 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.

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Travis Roe-Raymond

Private Client Advisor | CFA, CFP®

Travis is a Private Client Advisor for Rockwood Wealth Management and believes in empowering people through financial education and in the importance of helping them navigate the ever-evolving complexities of investing and financial planning.

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Renee A. Schuster

Private Client Advisor | MBA, CFP®

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.

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James A. Smith

Director of Investment Management Systems

James brings extensive capital markets operations and trading experience to Rockwood, along with his leadership and service background to complement his passion for helping Rockwood clients. As an Army infantry officer veteran and former workflow implementor, James has a natural desire to assist others.

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Rob T. Stephenson

Private Client Advisor | CFP®, AIF®

Rob has been on the Rockwood team since 2015 helping clients realize and achieve their financial goals. He has a holistic approach to comprehensive planning with a focus on personal financial planning in a client-centric environment.

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Patti A. Vidakovic

Client Service Associate

Patti’s diverse background in the banking industry serves as an ideal foundation for her role as Client Service Associate at RWM. Patti has been providing service to customers in the retail banking industry for over 12 years.

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Robert M. Vogel

Private Client Advisor | CFP®

Since 2004 Robert has worked with clients from all over the country in a fiduciary capacity, helping them align their financial decisions to that which matters most to them.

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