A Community
of Advisors

At Round Rock, our private wealth advisors deliver the trusted expertise and skilled insight required to accommodate a multitude of financial objectives that ultimately lead to long-lasting partnerships. As a registered investment advisor, we continuously maintain the highest level of ethics, keeping each client’s best interests in mind.

Meet Our Team

Private Wealth Advisor / Principal /
Chief Compliance Officer

Bert T Bowler, CFP®

Portfolio Manager /
Private Wealth Advisor

Craig Jensen

Chief Operating Officer /
Chief Information Security Officer

Erika Morro

Private Wealth Advisor

Laurel Mathews, CFP®

Private Wealth Advisor

John Planell, CFP®

Private Wealth Advisor

Matthew Chamberlin, CDFA®

Private Wealth Advisor

Eamon H. Moran

Portfolio Manager /
Private Wealth Advisor

Scott L Dynan

Investment Consultant

Kyle Crystal, CMT

Planning Analyst /
Client Services Coordinator

Margaret Kelley

Planning Analyst /
Client Services Coordinator

Michael Demirjian

Portfolio Analyst

Heike Janssen

Supporting our community

At Round Rock, we strongly believe in the power of giving back. Our team is dedicated to supporting the communities in which we work and live, and we are proud to sponsor several non-profit and local organizations, including: