THOM SHUMOSIC, CFP

As the founder and managing partner of the Rockwood Financial Group, Thom brings a wealth of experience to his clients.  With a specialty in the qualified plan marketplace, Thom believes that delivering face to face information to plan participants is the single most important element to the success of a 401(k) plan. Thom has been a Certified Financial Planner Practitioner since 1993 and attained his education through the College for Financial Planning.

shumosic@ae.cadaretgrant.com

ROBERT STOUT, Financial Consultant

Bob's 20+ years of experience enables him to help his clients plan for their financial future with strategies designed to build wealth and reduce or defer taxes. Bob assists his clients in selecting the apporpriate investments designed to meet their individual objectives, i.e. college, retirement, estate planning and wealth preservation.

bstout@ae.cadaretgrant.com

BILL McKINNON, CFP

Bill specializes in working with 401(k) plan participants.

"Everyone I know -- my family, my friends, my clients--works hard for the money they save. They deserve honesty, attention, respect and some intelligent thought when they're investing money for their dreams- a child's education, a business of their own, their retirement.  With years of personal experience, I'm here to help you and your family live your dreams by building Sustainable Wealth Solutions."

wmckinnon@ae.cadaretgrant.com

KELLY KRAMARCK

Kelly's focus is to extend our client centered service philosophy to our 401(k) plan participants.

"I believe that having a comprehensive and successful retirement plan is the most important thing you can do for yourself and your loved ones.  I value sitting down with clients as an opportunity to help them reach financial security.  I draw from both personal experience and a wealth of resources available to me to answer client needs.  Whatever your goals may be, I can provide a winning solution for your retirement plan."

kramarck@ae.cadaretgrant.com