Hampton Rock Wealth Management

Rebekah Havlinek is a CFP® professional with four years of industry experience, currently serving as an advisor at Hampton Rock Wealth Management. She previously worked at Dimensional Fund Advisors and has experience in educational roles at The University of Texas at Austin and The Village School. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for a diverse client base including individuals, trusts, pension plans, and charitable entities. The firm employs proprietary model sleeves and combines fundamental, quantitative, and modern-portfolio theory analyses to tailor portfolios while also offering family-office administrative services and estate-planning support.

David Dodson is a CFP® and CFA® with 22 years of industry experience. He is currently with Hampton Rock Wealth Management, where he has worked since 2024. His prior experience includes roles at Oppenheimer & Co. and BB&T entities. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for about 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, employing a combination of fundamental, quantitative, and modern portfolio theory analyses to construct tailored portfolios.

Catalina Salvatierra is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Alvarez and Marsal and Kroll, as well as a five-year tenure at The University of Texas at Austin. Hampton Rock Wealth Management is an SEC-registered firm with a six-advisor team managing approximately $192 million for around 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services. Its portfolios use proprietary model sleeves combined with fundamental, quantitative, and modern-portfolio theory analyses, allowing for tailored client solutions and monitoring of held-away assets when integrated on its technology platform.

Stuart Brown is a financial advisor at Hampton Rock Wealth Management in Austin, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KAL Capital Market LLC, BV Investment Partners, and Hilltop Securities. Hampton Rock Wealth Management is an SEC-registered advisory firm with a six-advisor team managing approximately $192 million for around 50 clients. The firm serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities, offering discretionary and non-discretionary asset management alongside comprehensive financial and estate-planning services.

Bryan Shuda is a financial advisor at Hampton Rock Wealth Management in Austin, TX, holding a Series 66 designation with six years of industry experience. His prior experience includes roles at Truist Investment Services and BB&T over a span of more than a decade. Hampton Rock Wealth Management is a six-advisor team managing approximately $192 million for around 50 clients, serving individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. The firm uses proprietary model portfolios combining equity, fixed-income, and ETF strategies, applying fundamental, quantitative, and modern portfolio theory analyses to tailor investment solutions and provide consultative financial planning and family-office administrative services.

Ericka Koenigsberg is a financial advisor at Hampton Rock Wealth Management with experience that includes roles at KPMG and Southern Methodist University. She joined Hampton Rock in 2024 and holds relevant industry credentials. The firm, consisting of six advisors and managing approximately $192 million, serves individuals, high-net-worth clients, trusts, pension plans, small businesses, and charitable entities. Hampton Rock Wealth Management offers a range of services including discretionary and non-discretionary asset management, financial planning, estate-planning support, pension consulting, and family-office administrative services, utilizing proprietary portfolio models and a consultative planning approach.