ROCKWOOD STONE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Co - Owner
- Financial Advisor
- Co - Founder of Business Women of Pocatello
Lisa Adams is a Co-Owner and Financial Advisor at Rockwood Stone Wealth Management where she utilizes her passion of finance to empower others to take control of their money, and create realistic financial plans to grow a comfortable nest egg for their future goals. She specializes in encouraging women to become involved with their personal finances so they can feel confident with financial decisions down the road.
Lisa is also the Co-founder of Business Women of Pocatello where she advocates for local business women to get involved with each other's professions, cheer for one another and encourage women to commit to leadership roles within their companies as well as the local community. In 2018, a year after establishing her non-profit, Lisa was a recipient for the Idaho State Journal 20 under 40 Award.
Because she thrives on the feeling of being involved within the community, Lisa is a past board member of Zonta Club of Pocatello and a current member. She enjoys attending Chamber events and she is currently participating in the Pocatello-Chubbuck Leadership program where she is expected to graduate in 2021.
Outside of her commitment of helping others, Lisa enjoys spending time with her husband, their two golden retrievers, close friends and family, especially her nieces and nephews. Game night, gardening, travel, skiing, adventure, nature and long hikes with her husband excite her soul, when it comes to her hobbies.
After her time at Idaho State University where she studied Human Psychology, Lisa realized her real passion was in economics and finance. Her dream was to assist others in making savvy financial decisions to avoid the financial troubles she witnessed growing up. Lisa carries a Series 7, and a Series 66 FINRA license as well as a Life Insurance license that where all obtained through Kaplan University. She has been with Rockwood Stone Wealth Management since 2015. In January 2020, along with her business partner Ken Clark, Lisa purchased the firm from Barbara Stone and Tressa Rockwood.
Mary Phillips was born in Chapel Hill, North Carolina and moved with her family to Pocatello when she was a toddler. A graduate of Pocatello High School, Mary went on to study at Idaho State University and continues to be an avid supporter of the Bengals.
Mary has spent over 30 years in the insurance and financial services sector and loves that she is able to help individuals and their families feel safe and protected.
Mary has one daughter, Christina, and enjoys cooking, traveling, and spending time with her family.