Bert has over twenty-three years of experience as a financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a Bachelor of Arts in Economics, from Kenyon University. He started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager). In 1994, he founded the firm which later became Round Rock Advisors, LLC. His deep passion for his work, together with this calling to help people, is what led to the founding of Round Rock Advisors. Bert’s vision, and principled leadership, guides our work with all of our clients. He has his Series 7, 63, and 65 professional certifications and is registered in 26 U.S. States and territories.

Bert grew up in New Canaan, CT and lives in Ridgefield, CT with his wife, – Page and their three children. He is a supporter of Little League, Deacon of the First Congregational Church in Ridgefield and Treasurer of Rotary International New Canaan Chapter. Bert’s interests include: spending time with family, golf, tennis, boating, running, trips to the beach and Yankees baseball.

Erika began working at Round Rock Advisors in 2016 as the Office/Operations Manager and subsequently moved into the role of Chief Operating Officer in 2017 and Chief Compliance Officer in 2023. Prior to working at Round Rock Advisors, she worked for many non-profit agencies in the area while serving on their boards. In addition, Erika also worked in the private sector in global marketing, management and operation roles in several Fortune 500 corporations including Sony Corporation, Becton Dickinson and Witco Corporation. She holds a B.A. in Management from Florida State University and a MBA from the Sacred Heart University’s Jack Welch School of Business. Erika serves on the boards of The JED Center and Veritas.

Craig has spent more than twenty-two years managing investments and providing financial planning for individuals and institutions. Throughout his career he has specialized in portfolio management, trading, asset allocation, and strategic planning. As an active member of the investment community, he is a registered representative and has received his series 65. He earned a B.S. in Justice and Law Administration from Western Connecticut State University.

Craig lives in Ridgefield, CT with his wife,-Marina and their two children. Craig enjoys spending time with his family, gardening, rowing, strength training, biking, baseball, and hot summer days.

Carol is a Certified Financial Planner® with over 30 years of experience in the financial services industry.  She received her BS in Finance and Economics from The University of California, Berkeley – Walter A. Haas School of Business where she was a member of the Division 1 field hockey team. Carol started her financial career with Merrill Lynch where she served 7 years as a Financial Consultant in New York City. Early to the fee-only advisor movement, she founded an independent RIA firm in 1990 in Westport, Ct. After 30 years, she merged her firm, Wake Robin Financial Advisors, with Round Rock Advisors, LLC in 2021.

Carol raised her 2 children in Westport, Ct where she was active in the local community. She currently serves on the investment committee of Mercy Learning Center in Bridgeport, Ct.  Carol now lives in nearby Norwalk, CT and enjoys spending time in both Connecticut and California with her family and friends. Her interests include ballroom dancing, world travel, golf and many racquet sports, with a new interest in the popular growing sport of pickleball.

John has over thirty-two years of experience as a financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ practitioner. John graduated from Rensselaer Polytechnic Institute with a Masters in Science in Mechanical Engineering. He attended the University of New Hampshire where he earned his Bachelor of Science in Mechanical Engineering. He is also an alum of Fordham Prep down in Bronx, NY. He started his professional career in financial planning with Ameriprise Financial Services, Inc. where he won several industry awards (e.g., FIVE STAR Wealth Manager). He has his Series 6, 7, 22, and 63 professional certifications and is registered in 17 U.S. States and territories.

John grew up in the Yonkers, NY and lives in Pound Ridge, NY. John’s enjoys spending time with his family and being on the water in his sail boat.

After a thirty-year career advising investment managers at hedge funds and mutual funds on Wall Street, Lynda recently joined Round Rock Advisors as a Private Wealth Advisor, to deliver personalized financial planning, life advisory and wealth management services. Her focus includes intergenerational wealth transfer and the protection of children, women’s financial issue management , and disability and mental health financial issue management.

Majoring in Asian Studies at Cornell University, Lynda also holds a graduate business diploma from the London School of Economics. Her professional designations include Chartered Financial Analyst (CFA®), Chartered Special Needs Consultant (CHSNC®), and Certified Divorce Financial Analyst (CDFA®). She also holds her Life and Health insurance licenses, Series 7 and 63 licenses, is a divorce mediator, and FINRA Arbitrator, testimony to her long history of integrity in the financial services industry.
Lynda has seen just about it all, and feels that no problem is too big to solve. She is a mother of five children, including a teen with profound autism and an adopted child from China .She is a lifelong student of Asian stock markets, fluent in Mandarin, an avid golfer and an Asian art collector. She is also a powerful advocate for the educational and civil rights of adults and children with disabilities or incapacities, a member of the Simons/Spark Autism Research Council and a former elected legislator in her hometown of Westport, CT. She is a member of the Cayuga Society at Cornell as well.

Lynda’s services and solutions are planned and delivered across the fullest scope of unanticipated life scenarios (for better or worse).

Mr. Moran has nearly 25 years of financial experience across wealth planning, investment management, mergers & acquisitions (M&A) and corporate finance.

As a Round Rock Wealth Advisor, Eamon is focused on delivering financial planning and investment advisory to a broad spectrum of clients, including HNW, business owners, and private and public sector professionals.  Prior to joining Round Rock, Eamon provided advisory services as a Wealth Advisor at Wells Fargo Private Bank.  In that role, he was accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources to clients based on their unique needs.  Previously, Eamon held M&A roles with boutique investment banking firms Amherst Partners and P&M Corporate Finance.  There, he provided transactional and financial advisory services, including buy-side, sell-side and capital-raising services, in addition to strategic assessments, financial restructurings and fairness opinions.  Eamon has experience across multiple industries, ranging from manufacturing, industrials and energy, to technology, consumer products and business services, among others.  He has also completed numerous cross-border M&A engagements.

Mr. Moran received his BA from Stanford University.  After earning his undergraduate degree, he worked for the Republican National Committee in Washington, DC, before joining the U.S. Department of State as a Foreign Service Officer.  Eamon spent three years as a diplomat at the American Consulate General in Shanghai, China, prior to earning his MBA from the University of Michigan. He is a licensed securities representative, holding his SIE, Series 7 and Series 66 registrations, in addition to his Connecticut state insurance license.  A native of California, Eamon has lived on both U.S. coasts, in the Midwest and overseas.  Currently, he lives in Wilton, CT, is married to Ashley, has two daughters.

Robert A. Weinstein, CFP®, PFS, CPA, is dedicated to advising Clients of Round Rock as a Private Wealth Manager, Financial Advisor, and Portfolio Manager. Mr. Weinstein studied at Pace University and earned a Bachelor of Business Administration from Rochester Institute of Technology in 1974. Mr. Weinstein also has an accounting practice, As a CPA, Mr. Weinstein offers tax preparation and accounting services to Clients of Round Rock.

Paul Resnik has extensive experience in the investment industry.  Before founding Resnik Asset Management Co., Inc. in 1995, he held executive positions at major investment firms including Merrill Lynch, Paine Webber, E.F. Hutton, Shearson Lehman Brothers, and Smith Barney.

His career has been a unique blend of portfolio and securities analysis and customer service.  At E.F. Hutton, he created and managed the firm’s Equity Research Marketing Department.  In this position, he provided investment guidance to the firm’s brokers and, at public seminars across the country, to individual investors.  At Lehman Brothers, he was a member of the highly-rated Equity Research Department’s Investment Policy Committee, which worked with securities analysts in determining common stock investment ratings.  

Throughout his career, Mr. Resnik has been especially well regarded for his ability to make sense of confusing economic and financial market developments and relate them to appropriate strategies for individual investors.

Scott Dynan, joined the firm in 2020. Scott is a Portfolio and Wealth Manager, working closely with high net worth families and individuals to develop and implement dynamic investment solutions. He is responsible for engaging with clients and assessing their financial situation to create an individually tailored plan in line with their long-term goals and objectives, as it relates to asset allocation, risk management, estate, tax and retirement planning. Scott has over 20 years of financial services experience and prior to this role, was a Senior Vice President and Portfolio Manager at Taurus Asset Management, a boutique wealth management firm. Previously, Scott was a Vice President and Portfolio Specialist on a Neuberger Berman Portfolio Management Team. His focus was on marketing the portfolio, providing consistent portfolio analysis and maintaining existing relationships. Scott began his investment career as an associate Portfolio Manager at Citigroup Asset Management. He received a BA in History from Washington and Lee University.

Scott lives in New Canaan, CT with his wife and their two sons. When he is not working Scott enjoys playing golf, running and spending time involved with his sons’ youth athletics.

Through his firm, Lakeshore Technical Analysis, LLC, a dually registered Non NFA member Commodity Trading Advisor and state Registered Investment Adviser, Kyle Crystal, CMT provides technical and quantitative forecasting to institutional clients including portfolio managers, risk managers, wealth managers and comprehensive financial planners such as Round Rock Advisors, LLC. Mr. Crystal is a portfolio manager and technical/quantitative market strategist with over 15 years of experience formulating and implementing investment policy in various styles including long-short, global macro and long-only for single managed accounts as well as fund structures. A contributor to the CMT Association 2019 curricula, his skillset includes multiple timeframe analysis, market geometry, Elliott wave principle, momentum oscillators and cycles. Technical education is also offered to traders and analysts. Mr. Crystal holds Series 65 and Series 3 licenses. More information on these services can be found at www.lakeshoretechnicalanalysis.com.

Maggie has been a passionately dedicated member of Round Rock Advisors since 2018, striving to provide clients and the team with premier service and support. She brings years of experienced customer service to her role as Planning Analyst and is responsible for taking care of our clients, processing service requests in a timely and professional manner, as well as maintaining client databases and files.

In her role as Client Services Coordinator, Maggie is responsible for ensuring our client’s service needs are met in a timely manner. She is dedicated to interacting with clients in a way that helps build our relationships and grow our understanding of their needs and the ways we can help. She is a true team player and is always willing to go above and beyond whenever needed.

​Maggie lives in New Canaan, CT with her husband, Matt, and three children. She enjoys reading, taking long walks with her dog Gemma and has been a long time volunteer in support of New Canaan Football.

Michael is a diversified business professional. Having worked in Human Resources, E-Commerce, Healthcare, and the Insurance industry, he brings a unique skill set and a sincere commitment to our clients and practice.

Michael graduated from UCONN with a bachelors degree in corporate/organizational studies and resides in Pound Ridge, NY with his wife Amanda and son. He enjoys spending time with family and friends, fishing, grilling, and talking cars.

Heike began working for Round Rock Advisors in 2020 as a Portfolio Analyst with emphasis on securities research and bond analysis.

Originally from Hamburg/Germany, Heike graduated from TH Medien, Stuttgart/Germany and holds a Dipl. Wirtschaftsingenieur (FH), specializing in marketing and advertising business and techniques.

She started her work career at Konradin Verlag, a Publishing House in Stuttgart. Later she worked many years for Yves Rocher GmbH as a Product Manager in Stuttgart and Paris. Among other responsibilities, she launched cosmetic and wellness brands in Germany, such as Dr. Pierre Ricaud, Daniel Jouvance, Santé Naturelle, and Françoise Saget. She gained considerable expertise in Direct Marketing, and speaks three languages.

In her free time, Heike enjoys the outdoors, exercising, traveling, reading and being with her two sons, family and friends.