Your Wealth Management Dashboard gives you secure access to a current and comprehensive view of your finances. Your dashboard includes a snapshot of your net worth, an application to track your spending, and the ability to monitor progress towards your goals.
Your Portfolio Management Portal provides you with secure access to both summary and detailed views of the portfolio that RoseRock manages for you. Within the portal, you may view current holdings, performance information over various time periods, and transaction history. Your quarterly portfolio statements are posted to the document vault, which may also be accessed through the portal.
Ryan, Gwin, and Holden Huey
Holden J. Huey
President
Before founding RoseRock Wealth Management, Ryan gained nearly two decades of valuable experience at a local Registered Investment Advisory firm. He worked extensively with closely held business owners, executives, commercial real estate professionals, and retirees.
Over his 23 years of experience as an Advisor, Ryan has seen the value that an informed, objective voice can bring to clients’ financial decision-making processes. “Clients should have the confidence and peace of mind to pursue their passions and leave the day-to-day worrying to us. Our ultimate goal at RoseRock is to help our clients build wiser wealth and live more fulfilling lives.”
Ryan graduated from Abilene Christian University, where he met his wife, Gwin, who is a dentist. Gwin and Ryan both share a passion for travel, cooking and spending time with family and friends. Ryan is a member of the Touchdown Club, an organization that supports the Rise School of Dallas, a preschool for children with learning disabilities. Ryan, Gwin and their son Holden, reside in Dallas.
Franklin’s sons: Hudson and Cooper
Wealth Manager
Franklin joined RoseRock Wealth Management as a Wealth Manager in September 2018. He has over 15 years of experience in the industry, specifically, in areas such as estate, tax, risk management, and portfolio design and management.
Before joining RoseRock Wealth Management, Franklin was a Financial Advisor with a fee-only advisory firm in Dallas, TX providing holistic wealth management in addition to managing corporate retirement plans.
Franklin is a member of The TouchDown Club of Dallas (“TDC”), which is a registered 501(c)(3) non-profit organization of like-minded men working together to raise charitable donations and contributions that directly benefit the Ashford Rise School of Dallas. The Ashford Rise School of Dallas provides the highest quality of early education services to children ages six months to six years with and without disabilities in an inclusive environment.
Franklin completed a Bachelor of Science degree in Personal Financial Planning from Texas Tech University in 2007 and is a CFP® professional. Currently, he is an active member of the Dallas/Fort Worth Financial Planning Association and serves on the board. Franklin is originally from Carrollton, TX. He and his wife, Kara, and sons, Hudson and Cooper, reside in Dallas, TX. Franklin enjoys spending time with family and friends, traveling, and golfing.