Meet The Team
Bob Roark, CEPA
After earning valuable experience at major investment firms for over 20 years Bob co-founded RS Asset Management to do his best advisory work on behalf of successful entrepreneurs and their families; collaborating with them to frame and quantify their vision for their next chapter so they can pursue what is most important to them. In his spare time, he goes fishing, hosts a podcast, and is busy planning the next adventure with his family.
Sean Soulvie, CRPC
As the Managing Director of RS Asset Management, Sean works with high-net worth individuals and business executives in all aspects of wealth management. He offers highly personalized service driven by a deep understanding of each client’s unique situation and preferences. He spends his off-time racing in the NASA GTS3 series where he is a two-time champion.
What we care about makes us who we are.
We put our best efforts, experience and extensive network of professionals into each plan, knowing those initiatives best serve the client’s needs.
A great client experience begins with a culture of understanding what’s important and establishing a process to discover each client’s goals and dreams.
Companies are defined by their culture of transparency. We genuinely care about our clients, their families and doing the right thing.
Service runs in our blood. At RS Asset Management both founders have a history of service to their country as well as for our clients. We prioritize service and clarity.