Advocates For Your Financial Success
Rock Creek Wealth Management is an independent firm that offers a full suite of wealth management services that empower clients to grow and preserve their wealth. We listen closely to understand our clients’ desires and complexities and take a proactive approach to find the most appropriate strategies for their particular circumstances and goals. This ongoing process is provided with objectivity; our clients’ best interests are behind every financial recommendation we make.
Rock Creek Wealth Management clients are professionals, business owners, retirees and their families along with corporate retirement plans, endowments and foundations.
Bob has been helping clients with their financial needs since 2008. Prior to founding Rock Creek Wealth Management, Bob spent time focused on investment management as an advisor at Edward Jones Investments, and later on insurance planning as an advisor with the Penn Mutual Life Insurance Company. With this prior experience, Bob started Rock Creek Wealth Management focused on a singular goal, to create a truly independent client-focused comprehensive financial planning firm, free from proprietary financial products or investment banking activities.
Bob’s favorite part of the financial planning process is helping a client transition from working into retirement. His goal is to build lifelong relationships so he can be there to witness these steps throughout a client’s life, and then continue that relationship onto the next generation.
Bob graduated from Central Washington University with a Bachelor of Science degree in Business Administration, and minors in Economics and Psychology. While at school, he served as president of the Kappa Xi chapter of the Alpha Kappa Psi business fraternity, and is a member of the Phi Theta Kappa honor society.
A resident of Hillsboro, Oregon, Bob serves on the board of directors of the Hillsboro Chamber of Commerce and the board of directors for the Hillsboro Artists' Regional Theatre.
Client Relationship Manager
Stephen joined Rock Creek Wealth Management in early 2021 as our customer relationship manager. In addition to helping clients with their accounts Stephen spends a lot of time working on updating and preparing financial plans. Born in Virginia, Stephen moved to Oregon in 1998 and considers himself an Oregonian.
He loves sports, and played football, basketball, and baseball in high school. When he is not at work you’ll find Stephen hiking, camping, playing competitive softball in Portland, playing pick-up basketball at the gym, and spending time with friends.
Laura has been an LPL Registered Administrative Assistant since February of 2015, and has prior industry experience beginning in 2013. She holds her Series 6, 63, and 51 registrations with LPL Financial and is registered in the state of Oregon.
Laura graduated summa cum laude from Pacific Lutheran University with departmental honors in Anthropology. Prior to transitioning into financial services, she worked as an Archaeologist on projects in Southern Oregon, Belize, and Colombia. While in Colombia, Laura adopted a village puppy named Luna who returned home with her to Oregon.
In her free time Laura enjoys playing with her dogs, baking, gardening, playing golf, and traveling. She enjoys helping clients with any and all questions they may have. Her favorite part of the job is getting to know all of them and working as part of a team to help them work towards their financial goals.
Client Services Associate
Alicia has been a client services associate with Rock Creek Wealth Management since February 2020. She grew up locally and previously provided administrative support in various mental health agencies in Oregon.
While she always had many interests in school, Alicia graduated from Southern Oregon University with her bachelor’s degree in Cultural Anthropology in 2011. During her college years, she spent time in Ghana and Egypt where she developed a love for traveling, music, and good food. Her favorite cities include New Orleans, Seattle, San Francisco, and of course Portland.
At home, Alicia enjoys time with her husband, daughter, and their dog Loki. She loves crafting, road trips, and camping in the Oregon wilderness. Her favorite part of her job is meeting new people, supporting the advisors, and helping clients in any way she can.