Bert has over twenty-nine years of experience as a financial advisor. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since May 1998. He holds a Bachelor of Arts degree in Economics from Kenyon College. He started his professional career in financial planning with Ameriprise Financial Services, Inc. After 23 years in the business he founded the firm Round Rock Advisors …

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 …

John has over thirty four years of experience as a financial advisor. He is a multi-decade 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. He …

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 …

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 …

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 …

Bobby brings over a decade of experience in financial services to his role as a CERTIFIED FINANCIAL PLANNER™ professional, a designation he has held since 2021. His career began in 2011 with New York Life Insurance, where he spent nearly ten years assisting clients with their insurance and investment goals. Bobby’s commitment to empowering individuals and families through sound financial …

Tich joined RoundRock Advisors in 2023 as Head of Trading. Prior to joining RoundRock, Tich worked five years at Matrix Asset Advisors LLC, in trade operations, thirteen years at Armstrong Shaw, as an Equity Trader and Operation Manager, and seven years with Electronic Trading Group LLC, as a registered market maker. Previously, Tich spend six years with MDI, a Real …

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 …

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 …

Elaine has extensive experience in the industry as a registered representative and as a director of operations. Her skills include building financial plans, client services and relations, and portfolio administration. She is certified in Axys Back Office and has a background in accounting, export logistics, and venture capital. Elaine holds an A.A.S. in Data Processing from Norwalk State Technical College. …

Ryan began working at Round Rock Advisors in 2024 as a Paraplanner and Tax Associate. Prior to working at Round Rock Advisors, he worked as a Senior Associate in Practice Operations and as an Advisor at New York Life Insurance Company. In addition, Ryan has a unique background of experience in higher education, behavioral health, tax preparation and private coaching. …