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

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.

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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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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.

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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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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.

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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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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.

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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.

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Maxwell V. Dalavai

Financial Planning Associate | 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.

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Courtney L. Durham

Private Client Advisor | CFP®

Courtney, a Private Client Advisor 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

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.

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Jack P. Gawason

Financial Planning Associate

As a Financial Planning Associate, 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.

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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.

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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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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.

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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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Benjamin Herman

Trading Analyst

Ben is a Trading Analyst at Rockwood Wealth Management whose Mathematics & Economics coursework at Lafayette College and desire to help others drove him to a career in financial planning.

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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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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.

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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

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.

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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.

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Paige E. Marlow

Client Service Associate

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.

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Jade A. Meier

Financial Planning Associate | CFP®

As a Financial Planning Associate 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.

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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.

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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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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.

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Courtney Ripp

Financial Planning Associate | 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.

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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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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.

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Natalia Rybak

Financial Planning Associate

Natalia comes to her role as Financial Planning Associate at Rockwood with prior experience working at two Fee Only wealth management firms and at Charles Schwab’s RIA Program.

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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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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.

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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.

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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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Brandon T. Zahal

Financial Planning Associate

Brandon began his financial planning career as a Client Relationship Specialist at a Fee-Only RIA in Radnor, Pennsylvania, where he enjoyed acting as a fiduciary to clients. He looks forward to continuing to help others achieve their goals by providing comprehensive financial advice at Rockwood.

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