Broker Check

Our Team

Chris Woods, CFP®

Chris is the president and lead advisor of Rockridge Financial Services. Chris is a CERTIFIED FINANCIAL PLANNER™ professional. Chris has a Bachelor of Science in Managerial Economics from Central Washington University. He has over twenty years in the field of personal finance and has spent the last nine years focusing on insurance and retirement planning. Chris can usually be found outside with his wife and 3 young children, although when he can sneak away, you might find him fly fishing. Make sure you ask him about Alaska!

Robert Hayes - E.A.

With over 30 years of advising and accounting experience, Bob is proud to hold the Enrolled Agent Certification- the highest credential awarded by the IRS to accountants. Being a small business owner himself, Bob has spent his entire career working with individuals and businesses, ensuring they are in the best possible tax position, while providing insight and strategies to grow their wealth. Outside the office, Bob has a passion for his wife, Daniele, their 12 grandchildren, and their three horses. His best days are when he can combine all three. Also, make sure you ask him about white water rafting.

Meagan Harold

Customer Service Associate

(253) 527-5330

meagan.harold@ceterafs.com

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!