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.
John R. Augenblick
Chief Executive Officer
John, a New Hope, Pennsylvania native, is the Founder and CEO of Rockwood Wealth Management. A former nuclear engineer, he is committed to the development and growth of conflict-free comprehensive financial planning and investment management. John values a client-centric practice and unwavering integrity in all of our endeavors as stewards of our clients' best interests.
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.
Sam W. Feldbaum
Principal | MST, CFP®
Sam is dedicated to providing individuals and their families with comprehensive and conflict-free financial advice. Prior to his time at Rockwood, Sam worked for a Philadelphia-based Registered Investment Advisor Firm as their Head of Financial Planning, where he was responsible for all aspects of the Wealth Planning process.
Alaina M. Gilbert
Principal | 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.
John T. Hagan
Principal | 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.
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.
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.
Paige E. Marlow
Principal
Paige brings more than fifteen 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.
Rob T. Stephenson
Principal | 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.
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.
Jupiter Bridge
Director of Wealth Management | CFA
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.
Geraldine Broadbent
Trading Assistant
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.
John E. Collins
Private Client Advisor
As a Private Client Advisor, John's focus is on comprehensive financial planning because he enjoys the connections with his clients as he advocates for their financial well-being.
Maxwell V. Dalavai
Private Client Advisor | CFP®
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.
Courtney L. Durham
Private Client Advisor | CFP®
Courtney, a Private Client Advisor with Rockwood Wealth Management and graduate of Temple University’s Financial Planning program, is passionate about helping individuals and families accomplish their personal and financial goals. Courtney works hard to build relationships based on trust and aims to make a positive impact on her clients’ lives.
Trey N. Dusek
Private Client Advisor
During Trey's time at Rutgers University, where he majored in Finance, he 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.
Kimberly A. Evans
Private Client Advisor | CFP®
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.
Michael D. Flaten
Execution Trader
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.
Jack P. Gawason
Private Client Advisor
As a Private Client Advisor, Jack is committed to using his financial planning knowledge to help individuals and families achieve their goals, while also making a positive impact in the community. He is focused on building long-term relationships and assisting clients wherever possible.
Najeedah Ghias
Private Client Advisor | CFP®
Najeedah is a Private Client Advisor with Rockwood Wealth Management having graduated from Temple University with a double major in Financial Planning and Risk Management & Insurance.
Erin Hahn
Office Manager
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.
Brian M. Hansen
Private Client Advisor | CPA, CFP®
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
John E. Helvie
Private Client Advisor | 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.
Benjamin S. Herman
Private Client Advisor
Ben is a Private Client Advisor at Rockwood Wealth Management whose Mathematics & Economics coursework at Lafayette College and desire to help others drove him to a career in financial planning.
Joseph R. Houk
Private Client Advisor
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.
Adam R. Klazmer
Private Client Advisor | CFP®
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.
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.
Elizabeth V. Loew
Private Client Advisor | 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.
Jennifer L. Malinowski
Human Resources Coordinator
As Human Resources Coordinator, Jen enjoys working with her team to create a welcoming environment at Rockwood for both clients and employees.
Robert J. Maloney
Financial Planning Associate
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.
Jade A. Meier
Private Client Advisor | CFP®
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.
Adam L. Miller
Trading Associate
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.
Catherine P. Morgan
Private Client Advisor | CFP®
Cat, a Private Client Advisor 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.
Phoebe A. O'Malley
Financial Planning Associate
With experience as a Wealth Planning Assistant at an independent retirement planning firm, Phoebe brings that knowledge and passion for client service to her role as Financial Planning Associate at Rockwood, where she is devoted to her clients and team.
Kyle D. Quigley
Private Client Advisor | MBA, CFP®
Kyle brings an intense passion for helping others gain more confidence in their financial well-being to his role as a Private Client Advisor.
Tiffany Revels
Financial Planning Associate
As a Financial Planning Associate at Rockwood, Tiffany enjoys working directly with her clients with the ultimate goal of having a positive and lasting impact on their lives.
Courtney A. Ripp
Private Client Advisor | MAcc, CPA, CFP®
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.
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.
Joseph Rogina
Trading Associate
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.
Natalia Rybak
Private Client Advisor
Natalia 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.
Renee A. Schuster
Private Client Advisor | EA, 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.
Carlie E. Shorr
Financial Planning Associate
As a Financial Planning Associate at Rockwood, Carlie has a true passion for helping clients achieve their lifetime goals by spreading knowledge in financial planning.
James A. Smith
Chief Investment Officer
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.
Jack P. Ventresca
Financial Planning Associate
Jack is devoted to learning and understanding his clients' needs and goals by establishing long lasting and trusting relationships with them. He found his passion for Finance when he was given a book to read during college about becoming a trusted advisor and has been using his knowledge in finance to benefit others ever since.
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.
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.