The Rockwood Financial Group was founded in 1996 on a very simple concept.
We believe that the goals of our clients are the reason for our professional existence.  We believe that our biggest responsibility to our clients is to explore the entire marketplace for the best solutions in order to meet those goals. And we believe that being unbiased and completely independent is the only way to objectively deliver our services and continue to meet those ever changing goals.

THOM SHUMOSIC, CFP®, AIF®
University of Delaware
B.S. in Leadership and Economics
CFP® attained through the College for Financial Planning
AIF (Accredited Investment Fiduciary) attained through the Center for Fiduciary Studies in 2008
Member of the Financial Planning Association (FPA)
 
As the founder and President 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. 
 
1. What is my greatest strength as an advisor? My greatest strength as an advisor is the ability to help prevent folks from making the "big mistakes" that undermine their personal financial plan. This includes spending a lot of time up front to understand exactly what the client's time horizons are, what has and hasn't worked for them in the past and to dig deeply into their financial dreams. For me, it's a matter of providing a blueprint and staying the course!
2. How do I stay in touch with my clients? I have a deep belief that the best meetings and the best exchanges of ideas and information happen in face to face encounters. All of the technology of the day doesn't achieve the same effect as a meeting to review and re-state goals and dreams.
 
3. Why a potential client would want to work with me? The biggest reason clients choose to work with me is that I deliver what I promise in the time frame that the client wants it done. It's also a matter of keeping my radar up for articles, books, reference pieces that may not have anything to do with financial goals, but are important to my client's interests and passions. Often the most important resources I provide to my clients are my contacts and my network of other professionals.

shumosic@ae.cadaretgrant.com

ROBERT STOUT, Financial Consultant
B.A. Political Science
East Carolina University

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®
MBA, Rutgers University
BSChE, University of Pennsylvania
CFP® Attained through the American College
Member of the Financial Planning Association (FPA)
  
"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."
 
1. What is my greatest strength as an advisor? I provide an honest, ethical approach in helping my clients and their families realize their hopes and their dreams.
2. How do I keep in touch with my clients? Whatever means that meets my client's requirements.
 
3. Why a potential client would want to work with me?  I respect the client's hopes and dreams and believe that they deserve honesty and intelligent thought when they place their trust, their confidence and their family's future with me.

wmckinnon@ae.cadaretgrant.com