Chris Woods, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER professional. He is our lead advisor as well as our educator. He leads all of our retirement planning education seminars because he truly loves educating people about critical topics in retirement planning. Chris has a Bachelor of Science in Managerial Economics from Central Washington University. He has over 25 years in the field of personal finance and has spent the decade focusing on insurance and retirement planning. Chris can usually be found outside with his wife and 3 children, although when he can sneak away, you might find him fly fishing. Make sure you ask him about Alaska!
Meagan Harold
Meagan is an experienced Administrative Assistant and Client Service Professional passionate about providing clients with a seamless, personalized experience. Meagan brings her diverse background in the sciences, accounting, and coaching to Rockridge, where education, service, and people come first. Outside of work, you can find Meagan reading a great book, enjoying coffee and pastries with friends, or out exploring the beauty of Washington State’s wilderness. Make sure to ask her about her husky, Aurora!
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