Meet Our Team
David Rockman
President
david@embarcaderofinancial.com
David Rockman's career spans over 20 years in the financial services industry. He focuses on working closely with clients to develop strategic, long-term investment and insurance initiatives. David co-founded the Embarcadero Financial...
John McKenna
Wealth Advisor
Fred F. Sprinz, CFP®
Fred Sprinz, CFP® specializes in retirement and estate plans for closely held business owners with a concentration in agriculture, trucking and construction. Founder of S&B Financial, Fred merged S&B Financial with Embarcadero...
Amy Huey
Senior Client Service Associate
Ashlie Holthouse
Client Service Associate
ashlie@embarcaderofinancial.com
Marjorie Thomas
Client Service Associate
marjorie@embarcaderofinancial.com
Marjorie joined Embarcadero Financial Group in 2019. Marjorie’s prior work experience in the banking and hospitality industry has prepared her to oversee service and operations. With over 15 years’ experience in customer...