John R. Augenblick is the President of Rockwood Wealth Management, and committed to the development and growth of conflict-free comprehensive financial planning and investment management. With expertise well respected in the community, he writes a finance column for the Bucks County Herald independent newspaper and serves as a trustee for the Mercer Museum and the New Hope Historical Society.
Prior to joining Rockwood Wealth Management, John worked as a Fee-Only financial advisor at Toal & Associates, LLC. John previously served his country as a naval officer in the submarine warfare community. A certified nuclear engineer, John supervised the operation of naval nuclear reactors and was responsible for nuclear weapons targeting and training.
John graduated from the United States Naval Academy with distinction, earning a degree in Systems Engineering. While teaching engineering at the United States Naval Academy, John earned his MBA at Johns Hopkins University where he focused his studies on portfolio development, investment analysis, and corporate management. John is a CERTIFIED FINANCIAL PLANNER (CFP®) Practitioner.
John lives in Solebury, Pennsylvania with his wife, Elizabeth, and their two children. John is an automobile enthusiast, an advocate of land preservation, and enjoys playing soccer, sailing, traveling, and spending time with his family and friends.
Brian D. Booth, Senior Partner of Rockwood Wealth Management, has twenty-five years of experience in private wealth management. His focus is on helping people make smart decisions about money. He has significant expertise in the areas of asset management, financial, retirement and estate planning, banking, trust and fiduciary matters.
Before launching Rockwood Wealth Management with his partners, Brian was the Managing Member of the Booth Advisory Group, which was a comprehensive wealth management firm based in Newtown, PA. His prior experience includes working with privately owned trust companies as well as with some of the largest private banks in the country, operating in New York, Boston & Philadelphia. He received his Bachelor of Arts from Rutgers University and did his graduate work at Fordham University in Manhattan, Boston University School of Management before receiving his Masters of International Business from the Edinburgh Business School, UK. He has been a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner since 1994 and became Certified Trust & Financial Advisor (CTFA) in 1996.
Brian is President Emeritus of the Princeton Committee on Foreign Relations, a member of the Foreign Policy Research Institute & the Union League of Philadelphia. He is the past Chair for the American Cancer Society's Newtown Relay for Life and an avid sportsman. He and his wife Helen live in Bucks County, PA with their two sons.
Ted, a senior partner of Rockwood Wealth Management, began his career with a well known Wall Street firm where he provided financial planning for clients. However, he quickly realized that there was an inherent conflict between the goals of the firm and the goals of his clients. Ted realized that only by becoming an Independent Financial Planner, could he provide the high quality level of advice and service that his clients deserved. This realization led to the creation of Ted's former firm, Toal & Associates, LLC.
Ted takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions in their financial life and investment plans-providing them with greater financial independence, peace of mind and security.
Ted graduated from Towson University with a Bachelor of Science degree and received his Certificate in Financial Planning from Florida State University's Center for Professional Development. Ted Toal is a CERTIFIED FINANCIAL PLANNER (CFP®) Practitioner and member of National Association of Personal Financial Advisors (NAPFA). Ted values community service and is an active supporter of the Cystic Fibrosis Foundation.
When he's not working, Ted enjoys spending time with his wife, Joyce, and their three sons.
Mark is a partner at Rockwood Wealth Management and has over 18 years of experience. His specialty is in working with high-net worth clients in all aspects of wealth management, including advanced financial planning, asset management, risk management, as well as tax and estate planning.
Prior to joining Rockwood Wealth Management, Mark has served as a seasoned wealth management practitioner with experience that includes positions as a Portfolio Manager at Hirtle, Callaghan & Co., a Director at Convergent Wealth Advisors, a Co-Founder of Copper Beech Advisors, a Personal Financial Manager at Pitcairn Trust Company, and a Senior Associate at Coopers & Lybrand.
Mark earned a Bachelor of Science degree in Accounting from The Pennsylvania State University and a Master of Science degree in Taxation from Widener University. Mark is a Certified Public Accountant and also holds the Chartered Alternative Investment Analyst designation.
Mark lives in Lansdale, Pennsylvania with his wife, Michelle, and their two children. Mark enjoys the beach, traveling, and spending time with his family and friends.
Scott Kelley, Private Client Advisor, is vastly experienced in the investment advisory profession with 23+ years in private wealth management. Scott has held senior positions at Goldman Sachs Private Wealth Management, and served as a managing director at BNP Paribas and Morgan Stanley. The depth and breadth of his experience provides him with unique insight on the value of conflict-free fiduciary relationships and advanced planning.
Scott is dedicated to his community, as he served on the school board for the New Hope-Solebury school district and coached various youth sports teams. When Scott isn't working or serving his community, he tries to fit in the occasional round of golf or tennis match.
Scott holds a Master's Degree of Management with a concentration in Finance from J.L Kellogg Graduate School of Management at Northwestern University, as well as Bachelor's degree in Accounting from the University of Delaware.
Sam, a Private Client Advisor, is dedicated to providing individuals and their families with comprehensive and conflict-free financial advice. Prior to joining Rockwood Wealth Management, Sam was the head of Financial Planning at Locust Capital Management, where he was responsible for all aspects of the Wealth Planning process.
Sam is currently a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and is a Certified Financial Planner™ (CFP®). He attends Villanova University where he is pursuing a Master's Degree in Taxation and holds a Bachelor of Arts degree in Economics & Finance from Lafayette College where he was a member of the varsity soccer team.
Dina Megretskaia is a Private Client Advisor at Rockwood and an Enrolled Agent - the credential awarded by the IRS, which authorizes her to represent taxpayers before the Internal Revenue Service for tax issues including audits, collections, and appeals. She has long been fascinated by the intersection of people and money, particularly behavioral finance and economics. A self-avowed finance geek, she's passionate about helping others take control of their finances and execute a thoughtful plan.
Dina holds a Master's degree in Finance from the Wharton School at the University of Pennsylvania, as well as a Bachelor's degree in Economics and Math from Carnegie Mellon University. When not working, Dina loves running, hiking, and the company of great friends and books. She lives in Doylestown, PA with her husband.
Rob joined Rockwood Wealth Management as a financial planning associate after working for SEI Private Trust Company as a Regional Consultant. Prior to that he worked several years in the retirement space where he focused on compliance regulations for qualified plans.
Rob graduated from Saint Joseph's University with a Bachelor's degree in Finance. Currently he is pursuing his financial planning certification and enrolled in the CFP® study program at the College for Financial Planning. Rob takes pleasure in working with clients and assisting them in achieving their financial goals. Rob lives in Lansdale, PA with his wife Lindsey. He enjoys playing soccer, golf and spending time with family and friends.
Nicole, a financial planning associate, has a passion for helping individuals form a strategic plan for their finances and future without the worry of conflict or biased advice. Prior to her position at Rockwood Wealth Management, Nicole was a financial analyst at Goldman Sachs and assisted individuals and institutions through the entire spectrum of wealth planning. Nicole has goals of becoming both a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) charterholder.
Nicole graduated Magna Cum Laude from Drexel University in Philadelphia, earning a bachelor's degree in both Finance and Business Law. During her time at Drexel, she was also the captain of the women's club basketball team. Nicole resides in Hatfield, Pennsylvania and enjoys playing and now coaching basketball, hiking, and snowboarding.
Sean McGinn is a Financial Planning Associate at Rockwood Wealth Management. He graduated from Villanova University with a bachelor's degree in finance and has been working in financial services for the last 2 years. Prior to joining Rockwood Wealth Management, Sean was the lead analyst at Generations to Come Financial Planning, where he assisted clients in all areas of the financial planning process, with a focus on retirement planning.
Sean is dedicated to solving problems, and is passionate about helping others understand thoughtful financial planning. Sean currently lives in Roxborough PA, and enjoys hiking, spending time with friends and family, and singing, having been a member of several choirs and a cappella groups.
Patti's diverse background in the banking industry serves as an ideal foundation for her role as Client Associate/Operations Specialist at RWM. Upon graduating Summa Cum Laude from Kean University in Management Science, Patti started out as a Management Trainee for United Counties Trust Co, and has since been providing service to customers in the retail banking industry for over 12 years. Her most recent position was Operations Specialist for The Bank of Princeton. With this dynamic work experience, Patti looks forward to creating long lasting, positive relationships with RWM's clients.
In her spare time, Patti enjoys acting, having done some work in commercials, independent films & stage work with many local community theater groups. Patti also enjoys surf fishing, listening to music, and travel. Patti lives in New Hope with her husband and two daughters. She is grateful everyday for living in such a beautiful part of Pennsylvania.
Megan is a Client Services and Operations Specialist with Rockwood Wealth Management. Prior to Rockwood Wealth Management, Megan has served as a tax professional with experience as a Tax Manager with KPMG, LLP, and a Tax Specialist at Susquehanna International Group, LLP.
Megan graduated magna cum laude from LaSalle University with a Bachelor of Science degree in Accounting and a Master of Taxation degree from Villanova University. Megan is a Certified Public Accountant, licensed in the State of Pennsylvania.
Megan lives in New Hope, Pennsylvania with her husband, John, and their two children. In her free time, Megan enjoys spending time with her family, visiting downtown Philadelphia, cooking and reading.
As a Client Services Assistant, Janelle enjoys treating everyone like they're family as they walk in the door. Prior to Rockwood Wealth Management, Janelle dedicated ten years of customer service, to a diverse range of consumers, as an E-Commerce web site manager at Sherman Brothers.
Prior to Sherman Brothers, Janelle graduated from Kutztown University with a B.A. in English and a minor in Professional Writing. She was a four-year varsity member of the Kutztown University Track and Field and Equestrian Teams.
Janelle resides in Sellersville, PA with her husband Dave and their pet parrot Zorro. Her passions include spending quality time with friends and family, horseback riding with Honey, her palomino pony, and playing soccer.
Financial Planning and Investment Management for Prosperous Individuals, Families, and Institutions.