Copeland Mill Road
Steven Rockwell, ChFC®, CLU®, AAMS™
Founding Partner
MISSION STATEMENT My mission is to simplify financial planning and wealth management for our clients. I want them to feelas excited about their journey as I am about crafting their plan. My approach is personal—I want them tofeel like...
Julie A. Workman
Founding Partner and Director of Operations
MISSION STATEMENT To enhance the efficiency of RWM Wealth Advisors by optimizing all operational aspects of the firm, including establishing and maintaining exceptional operational processes and client service standards, delivering...
Isabella Rockwell
Client Advocate
isabella.rockwell@rwmwealth.com
Bella serves as the Client Advocate at RWM Wealth and is often the friendly voice clients hear when reaching out to schedule appointments, coordinate meetings, or connect with the team. Raised in Granville, Ohio, she graduated from...
Read more