9844 W. Yearling Road
President & Wealth Advisor
Marty Urbanowicz, CFP®, EA is a independent investment advisor representative, lecturer, and founder of Rock Martin Private Wealth Management. With more than 15 years of experience in the industry and a national client base, his expertise in wealth and asset management allows him to share innovative financial strategies that are pivotal when working toward financial prosperity.Marty first showed an extreme 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 also completed the Certified Investment Management Analyst ® (CIMA®) program at the Yale School of Management. 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.
He received recognition as a Top 25 Advisor (out of 800+ advisors) from broker dealer, Cadaret Grant, for largest percentage increase in business growth year-over-year.Marty is a member of the National Association of Tax Professionals. He currently serves on the Dean’s Advisory Board of Arizona State University’s New College and the Founding Advisory Board of the Care Fund, a non-profit organization providing mortgage or rent support during a child’s extended health crisis.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.
Terri Cantrell is part of LPL Business Solutions, a service for industry-trained LPL professionals to simplify operations and streamline LPL advisors' practices. She partners with Rock Martin Wealth Management investment advisors to provide support on administrative tasks and client management functions.
Terri has 10 years of experience in the financial industry. Prior to joining LPL, she worked as a Registered Client Support Associate at Ameriprise Financial. Terri enjoys working with advisors and their clients in her role on the Admin Solutions team.
Terri enjoys spending time with her family and friends, cooking healthy, and yoga/dance classes with friends. Terri also has a strong interest in health and wellness issues.