Bio coming soon…

Scott has over 20 years of experience in financial services. His areas of focus include asset allocation, risk management, estate, tax and retirement planning. Scott joined Round Rock Advisors in 2020. In his role as a Portfolio Manager and Private Wealth Advisor for Round Rock, Scott works closely with high-net-worth families and individuals, to develop and implement dynamic investment solutions. …

Robert has been in financial services for over 40 years. He joined Round Rock Advisors in 2022. He is a Certified Public Accountant, Certified Financial Planner®, and Personal Financial Specialist. Robert’s holistic approach to financial planning spans investment advice, portfolio management, retirement savings and income planning, estate planning, insurance planning, and income tax planning and preparation. Robert earned a B.S. …

Lynda has spent 30+ years in financial services, focusing on personalized financial planning, life advisory, and wealth management. As a Private Wealth Advisor, Lynda specializes in intergenerational wealth transfer, women’s financial issue management, and disability and mental health financial issue management. She is fluent in Mandarin and a lifelong student of Asian markets. Her professional designations include Chartered Financial Analyst …

John has over 40 years of experience as a financial advisor and has been a Certified Financial Planner® professional since 1989. He started his financial services career in financial planning with Ameriprise Financial Services, then co-founded Round Rock Advisors, LLC in 2017. John specializes in tax and estate planning strategies, retirement income planning, and wealth preservation strategies. John combines strong …

Bert has over 32 years of experience as a financial advisor and has been a CERTIFIED FINANCIAL PLANNER® professional since 1998. He started his career in financial planning with Ameriprise Financial Services, Inc, then founded Round Rock Advisors, LLC in April 2017. Bert is deeply passionate about his work and helping clients work toward their financial goals. He specializes in …

Craig has spent 25+ years managing investments and providing financial services for individuals and institutions. He specializes in portfolio management, asset allocation and personalized planning that is designed to support clients’ life-stage goals and aid in building generational wealth for the future. Joining as Partner at Round Rock Advisors in 2020, Craig continues to serve as the company’s Chief Compliance …