Team

Robert can help provide sophisticated, yet straight-forward financial guidance through a holistic financial approach.

Fresh out of college 30 years ago, with his Economics degree in hand from the University of Delaware (89), Jerry began his career in the financial services industry. Jerry’s specialty is assisting individuals and families achieve...

Jim Fitze is a Financial Planner with Rock Creek Financial. As an Investment Adviser Representative, he brings a wealth of experience and knowledge to his role as financial adviser. His diverse background and training enables him to...

With a career change in 2015, Francesca started out in the financial services industry as a Personal Marketing Assistant to a team of financial advisors. She earned her bachelor’s degree from Simmons College in 2006 and holds a...