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.

Tim Woods, CRPC®, is a 21-year veteran in the financial services industry.  His focus is offering a holistic approach to help clients plan for their financial future.  He works with individuals and families across multiple generations on comprehensive wealth management, small business retirement plans services and legacy planning.

Tim’s success as a financial advisor is complemented by his intimate industry knowledge; having served as a Regional Vice President for an Investment firm, supporting financial advisors in multiple states.  He conducted comprehensive business building programs, including educational programs on financial markets and other related services.  

Tim earned his certification as a Chartered Retirement Planning Counselor from the College of Financial Planning.  He also holds Series, 6, 7, 63, and 66 security licenses with LPL Financial.  

Tim has loved living in Arizona since 2007 with his spouse, Tricia and their 2 daughters.  In his spare time, he enjoys being with his family, friends, hiking various Arizona trails and experiencing a variety of restaurants in the Valley.  

Nicole Urbanowicz is a Rock Martin Private Wealth Management team associate who assists with client services. Her responsibilities include executing back office procedures that further support and maintain company goals and objectives. Her addition to the firm encourages superior customer service. Her marketing background assists in company growth and advancement.

Nicole enjoys helping others and promoting health and wellness. She earned her Doctor of Chiropractic degree graduating with summa cum laude honors from New York Chiropractic College.

Tyler Zavala is a CERTIFIED FINANCIAL PLANNER™ professional and a Wealth Advisor at Rock Martin Private Wealth Management.

Curiosity is what drives Tyler to explore and understand topics in financial planning.  His focus is to bring confidence to anyone who is fearful by providing education and top tier service.

Tyler’s passion for investing started at a young age when his Great Uncle Ed showed him the power of compound interest on a single piece of lined paper which can still be seen hanging in his office.  This led Tyler to Northern Arizona University where he earned a Bachelor of Science Degree in Finance with a certificate in Business Economics. He holds series 7, 65, and 63 securities licenses through LPL Financial, as well as an Arizona Life Insurance License. He is also a proud holder of the CFP® certification.

Tyler enjoys spending time with family and friends. His core hobbies are traveling, playing golf, working out, reading, chess and listening to different genres of music.

He also writes an email to investors every couple weeks.  Click this link to see an example and sign up today: What Should I Buy?