Meet Our Team

Marty Urbanowicz, CFP®, is a LPL investment advisor representative, lecturer, and founder of Rock Martin Private Wealth Management. With more than 17 years of experience in the industry and a national client base, his experience in wealth and asset management allows him to share innovative financial strategies that are pivotal when working toward financial prosperity.

Marty first showed an a profound interest in investing during his youth which led him on the path of attaining a Bachelors degree in economics and finance from the State University of New York at Buffalo. He has a minor in engineering science providing an analytical component to his business background. After years of study, he attained the prestigious Certified Financial Planner® certification. 

Marty Urbanowicz’s duel tax and financial expertise provides the fundamental basis to tax efficiency with respect to retirement and wealth planning. As an Enrolled Agent, he is an authorized tax practitioner with technical expertise in the field of taxation. He is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service.

Marty Urbanowicz's authored article entitled "Strategically integrating tax brackets and taxation of social security to increase cash flow" was printed in the Spring 2013 issue of  TAXPRO Journal by the National Association of Tax Professionals, with distribution nationwide.

Marty is a member of the National Association of Tax Professional and Certified Financial Planning Association. 

In his free time, Mr. Urbanowicz likes reading and enjoying the outdoors while playing tennis, golf, and camping with his wife, Nicole, and their son and twin daughters.

Rock Martin Private Wealth Management and LPL Financial do not provide tax services. Please consult your tax advisor regarding your specific situation.

I am a CERTIFIED FINANCIAL PLANNER® professional, Enrolled Agent, and Wealth Advisor at Rock Martin Private Wealth Management.

My work centers on delivering thoughtful, integrated financial planning for clients with complex needs. I focus on aligning investment strategy, tax planning, and disciplined decision-making into a clear framework designed to support both current priorities and future goals.

My interest in finance began early, sparked by my Great Uncle Ed, who introduced me to the power of compound interest using a single piece of lined paper. That original letter still hangs in my office as a reminder of the impact of consistency, patience, and informed choices, principles that continue to shape how I approach planning.

I earned a Bachelor of Science in Finance with a certificate in Business Economics from Northern Arizona University. I hold Series 7, 65, and 63 securities licenses through LPL Financial, along with an Arizona Life Insurance License. In addition to my CFP® certification, I am also an Enrolled Agent, allowing me to integrate tax strategy directly into the financial planning process.

Outside of work, I value time with my family and enjoy life with my fiancée, Sidney, and our pup, Stella. I enjoy staying active, traveling, reading, golf, and chess.

I am open to listening and happy to be a resource for those seeking perspective or direction.

I’m Timothy Woods, CRPC®, and I bring more than 25 years of experience in the financial services industry to the individuals and families I serve. My approach is holistic and relationship-driven, working with clients to address comprehensive financial planning, retirement strategies for individuals and small businesses, and legacy planning in a thoughtful and informed manner.

Earlier in my career, I served as a Regional Vice President for an investment firm, supporting financial advisors across multiple states. In that role, I led business-building initiatives and educational programs focused on financial markets and related services. This experience provided a broad perspective on financial planning strategies and their practical application.

I earned my Chartered Retirement Planning Counselor™ designation through the College for Financial Planning and hold Series 6, 7, 63, and 66 securities registrations with LPL Financial.

I’ve called Arizona home since 2007, where I live with my wife, Tricia. I’m the proud father of two adult daughters and a grandfather to two grandchildren. Outside of work, I enjoy spending time with family and friends, hiking Arizona’s many trails, and exploring the Valley’s diverse restaurant scene.

I believe the best financial plans begin with a conversation. If you’re looking for clear guidance and a thoughtful, long-term approach, I’d welcome the opportunity to connect.

As a client-focused administrative professional with a passion for facilitating exceptional service experiences and  seamless operations, Nicole Urbanowicz provides support to the Rock Martin team and their cherished clients. She brings a wealth of expertise in building positive relationships and navigating various CRM systems and financial platforms. 

Outside her professional endeavors, Nicole believes in maintaining a healthy work-life balance, often finding inspiration in health and wellness and her three beautiful children. She earned her Doctor of Chiropractic degree graduating with summa cum laude honors from the Northeast College of Health Sciences, formerly New York Chiropractic College.