Meet the team

Robert Whelan, Managing Director

 

I launched Rockwell Financial Management Ltd. because I wanted to do things differently. To do things better.

After having spent 12 years in Financial Services, beginning as a Financial Consultant and progressing through various Senior Management roles, I was finally in a position to be able to leverage this experience to deliver a range of services and most importantly a level of service which would achieve those aims.

I grew up in Carlow, graduated with a BComm from UCD, am a QFA and began my working life on the east coast of the United States. I'm married and we have 3 kids (Matthew, Harry & Zoe) who ensure that I never lose sight of what's really important in life.

 

Mark Solon, Director

 

I joined Rockwell Financial Management having spent the past 10 years working in Senior Management servicing members of both Public and Private Sector. Financial education has always been a priority for me. I have a BA (Hons) in International Business from University of Ulster; am a Qualified Financial Adviser (QFA) and Retirement Planning Adviser (RPA); and recently completed a 3 month diploma in Financial Trading in conjunction with Dublin Business School and The Irish Institute of Financial Trading.

Outside of work, I am a keen ‘amateur athlete’, always looking for the next big challenge. Although the arrival of our first child, Daniel, in June 2013 has certainly put a limit on the number of challenges I now consider!

 

 

Ian Heffernan, Senior Financial Adviser

 

 

I advise my clients on all aspects of their financial needs. From full financial reviews to tailored life, protection, pension or investment plans. As a broker I search the market to find the best policy to meet my clients needs, always working to best advice and best price. I help clients to plan for and achieve their financial goals.

 

  

 

 

Jonathan Martin, Mortgage Consultant 

 

 

 

 

 

 

 

Sinead Wilson, Operations

 

 

 

 

 

 

 

 

Ross Kelly, Marketing Executive 

 

I joined Rockwell in January of 2016 after stints working in both an Insurance Broker and Marketing agencies. I have a Bachelor of Arts (BA) in Marketing and Event Management and a further Certificate in Digital Marketing both from Dublin Business School.

Regularly attending conferences and courses to keep up with the ever changing landscape of digital marketing and also to get out of the office from time to time. 

I manage all of Rockwell's social media