MEET OUR TEAM

Experienced Financial Planning Team

OUR TEAM

Our private wealth advisors bring expertise and integrity to every financial plan. As a registered investment advisor, we adhere to the highest ethical standards and build lasting partnerships with every client.

Financial Advisors

Craig Jensen

Partner | Chief Compliance Officer

Bert T. Bowler, CFP®

Partner | Wealth Management Advisor

John Planell, CFP®

Private Wealth Advisor

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

Private Wealth Advisor

Robert Weinstein, CPA, CFP®, PFS

Private Wealth Advisor

Scott Dynan

Portfolio Manager | Private Wealth Advisor

Jeff Shaw

Trading/Operations

Tich Duong Huynh

Head of Trading

Heike Janssen

Portfolio Analyst

Lisa Drummond

Compliance and Operations Manager

Valentyna Borysenko

Billing Associate

Client Services

Elaine Votier Biersack

Associate Financial Advisor/Client Services Team Lead

Sean Diaz

Client Services Team Lead

Lenore Kallay

Client Services and Data Coordinator

Samantha Hellthaler

Client Services and Data Coordinator

CONNECT WITH US

Let’s Talk About Your Financial Future

Schedule a Consultation

Every journey starts with a conversation. Whether you’re just beginning to explore financial planning or looking for a trusted partner to refine your strategy, we’re here to listen and provide clear, personalized guidance. Take the first step toward greater confidence and control by scheduling your complimentary consultation today.

For Wealth Advisors

Round Rock supports advisors with flexible tools and expert resources, so you can focus on building strong client relationships.

Become a Wealth Advisor

For Asset Managers

We provide asset managers with reliable systems and operational support, letting you concentrate on managing investments effectively.

Become an Asset Manager

JOIN OUR TEAM

Grow Your Career at Round Rock

At Round Rock Advisors, we believe that success comes from combining independence with collaboration. Our supportive culture and innovative resources empower financial professionals to grow their practices, advance their careers, and deliver exceptional results, all while staying true to their values. If you’re ready to take the next step in a firm that puts people first, let’s connect.

Get In Touch