About us
Your Trusted Advisors
At Rockwood Stone Wealth Management, we believe true financial success means building a secure future around your unique goals. Led by Lisa Adams and Kevin Jordan, our team combines financial planning and investment expertise to guide you confidently through each stage of your journey, with personalized support that aligns with your values and aspirations.
Lisa Adams
Financial advisor, co-owner
Lisa Adams embodies strength and purpose, driven by her mission as a Financial Advisor and business advocate to uplift and empower women in their financial and professional lives.
Kevin Jordan
Financial Advisor, Co-Owner
Kevin Jordan brings a welcomed energy and vibrant personality to our team. With his understanding of economic data, corporate statements, and exceptional relationship-building skills, everything Kevin does is focused on clients and fostering connections.
Mary Phillips
Office manager
Mary has spent over 30 years in the insurance and financial services sector and loves that she is able to help individuals and their families feel safe and protected.
