MEET OUR TEAM

Experienced Financial Planning Team

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OUR TEAM

Our private wealth advisors bring expertise and integrity to every financial plan. As a registered investment advisor, we adhere to the highest ethical standards and build lasting partnerships with every client.

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Advisors

Craig Jensen

Portfolio Manager | Private Wealth Advisor | CCO | Partner

Bert T Bowler, CFP®

Private Wealth Advisor / Partner

John Planell, CFP®

Private Wealth Advisor

Chris Cuesta

Lynda Kommel-Browne, CFA®, CDFA®, ChSNC®

Private Wealth Advisor

Robert Weinstein, CPA, PFS

Private Wealth Advisor

Scott L Dynan

Portfolio Manager | Private Wealth Advisor

Jeff Shaw

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Trading/Operations

Allison Costas

Tich Duong Huynh

Head of Trading

Heike Janssen

Portfolio Analyst

Ryan Tam

Lisa Drummond

Valentyna Borysenko

Accountant | Planning Analyst

Client Services

Elaine Votier Biersack

Associate Financial Advisor

Sean Diaz

Client Services Associate

Lenore Kallay

Samantha Hellthaler

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CONNECT WITH US

Let’s Talk About Your Financial Future

Schedule a Consultation
Every journey starts with a conversation. Whether you’re just beginning to explore financial planning or looking for a trusted partner to refine your strategy, we’re here to listen and provide clear, personalized guidance. Take the first step toward greater confidence and control by scheduling your complimentary consultation today.
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For Wealth Advisors

Round Rock supports advisors with flexible tools and expert resources, so you can focus on building strong client relationships.

Become a Wealth Advisor

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For Asset Managers

We provide asset managers with reliable systems and operational support, letting you concentrate on managing investments effectively.

Become an Asset Manager

JOIN OUR TEAM

Grow Your Career at Round Rock

At Round Rock Advisors, we believe that success comes from combining independence with collaboration. Our supportive culture and innovative resources empower financial professionals to grow their practices, advance their careers, and deliver exceptional results, all while staying true to their values. If you’re ready to take the next step in a firm that puts people first, let’s connect.
Get In Touch