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

Bert T Bowler, CFP®

Private Wealth Advisor / Principal

Erika Morro, MBA


Craig Jensen

Portfolio Manager /
Private Wealth Advisor

Carol J Burton

Carol J Burton, CFP®


John Planell, CFP®

Private Wealth Advisor

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


Eamon H. Moran, MBA

Private Wealth Advisor

Robert Weinstein, CPA, PFS


Paul J Resnik, CFA®

Portfolio Manager

Scott L Dynan

Portfolio Manager /
Private Wealth Advisor

Tich Duong Huynh

Head of Trading

Kyle Crystal, CMT

Principal - Lakeshore Technical Analysis, LLC

Maggie Kelley

Planning Analyst /
Client Services Coordinator

Michael Demirjian

Planning Analyst /
Client Services Coordinator

Heike Janssen

Portfolio Analyst

Valentyna Borysenko

Accountant /
Planning Analyst

Andrea Fallaque

Executive Administrative Assistant Client Scheduler

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: