Biographies

Brian D. Booth
Brian D. Booth is the Managing Member of Rockwood Wealth Management. He has twenty years of experience in personal wealth management where he focused exclusively in the areas of asset management, financial and estate planning, private 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. Prior to going independent, Brian worked with both privately owned trust companies as well as with some of the largest private banks in the country. He has a Masters of International Business from the Edinburgh Business School, UK and received his Bachelor of Arts from Rutgers University. He has been a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner since 1994 and became Certified Trust & Financial Advisor (CTFA) in 1996.

Brian is member of National Association of Personal Financial Advisors (NAPFA), the Philadelphia Estate Planning Council, the Bucks County Estate Planning Council and the Institute of Certified Financial Planners. He is also President Emeritus of the Princeton Committee on Foreign Relations and a member of the Union League of Philadelphia. He and his wife Helen live in Bucks County, PA with their two sons.

John R. Augenblick
John R. Augenblick is committed to the development and growth of conflict-free comprehensive financial planning and investment management as an active member of the National Association of Personal Financial Advisors. With expertise well respected in the community, he writes a finance column for the Bucks County Herald independent newspaper and serves on the regional board of directors of Team Capital Bank. John works within his local community 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™ Practitioner and has earned a Certificate in Financial Planning from Florida State University.

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.

Thaddeus (Ted) N. Toal, Jr.
Ted 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.

As a senior partner of Rockwood Wealth Management, 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™ Practitioner. 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 Kelly
Mark is a Principal 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.

William A. Aquila
Bill is a senior associate at Rockwood Wealth Management, and has joined us after working with two nationally recognized brokerage firms.  His experiences with his legacy firms led to the development of a belief that financial advice should be rendered free of the conflicts of interest that are inherent in broker-dealer firms.  Bill’s philosophy and ethic  are a tremendously good fit for the clients of Rockwood Wealth Management.

A graduate of The University of Virginia, Bill has earned a Bachelor’s degree, and is currently working on obtaining his Certificate of Financial Planning from Florida State University.  With previous experience managing a small business, he can appreciate the unique issues that small business owners face.  He is also a member of the Bucks County Estate Planning Council.

Currently Bill resides in Hilltown, Pennsylvania with his wife Kate, and their son and daughter.  Besides spending time with his growing family, he has a passion for sailing, playing the piano, fine woodworking and cabinetry, and soccer.

Ian T. Harvey
Ian is a financial planning associate at Rockwood Wealth Management. He joined us after graduating from Virginia Tech where he earned a Bachelor's degree in Finance after completing the board-registered CFP® Certification Education program as well as the Chartered Financial Analyst (CFA®) preparatory program. Ian is passionate about his advocacy for fee-only financial planning and has demonstrated a commitment to learn, grow and refine the financial planning process.

Ian co-founded the Financial Planning Association Student Chapter at Virginia Tech which has grown to be one of the largest in the country. Widely recognized as one of the top universities for financial planning education, Virginia Tech has engaged Ian to continue working with student chapters post-graduation in order to help improve their effectiveness.

Currently, Ian lives in New Jersey and enjoys playing volleyball on the beach, exercising and spending time with family and friends.

Alana J. Wagner
Alana brings significant experience in client service and project management to Rockwood Wealth Management. She sets forth and upholds the absolute highest standards of professional client service. After working for a large multinational corporation, Alana now enjoys managing an office that treats its staff and its clients like family.

Alana graduated from Temple University summa cum laude with a Bachelor of Arts degree in English Literature. She currently resides in New Hope, Pennsylvania. In her spare time, she enjoys reading, hiking, cooking, and spending time with her family and friends.