Deep Expertise.
Institutional-Style Access.
Personal Accountability.
Meet the experienced financial professionals dedicated to helping you manage and support ongoing oversight of your wealth across a range of markets and stages of life.
Meet Our Team
Jessie Aguilar, MBA
Jessie Aguilar is a seasoned financial services professional with over 16 years of experience specializing in insurance, wealth strategies, and advanced financial strategies. Known for his client-centric approach and strategic insight, Jessie has built a reputation for delivering tailored solutions to individuals, families, and businesses seeking long-term financial security and growth.
Managing Partner, Dallas | Los Angeles
Andres Ledesma
Andres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, and business planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations.
Managing Partner, East Texas
Clients Relations CoordinatorMartha Dieguez
Martha is the client relations coordinator for Rockstone Capital and committed to taking care of the team’s clients and servicing needs. She is motivated by the need to assist people with the various complications they often face when seeking financial professional help.
Jessie Illan Aguilar
Client Relations AssociateMeet Bluecrest Financial Alliances
Through our partnership with Bluecrest Financial Alliances, we have access to their resources and specialists including the following:
Vince Synan
Director of Business & Estate Planning
Cody Cabler
Director of Financial Planning
Robin Skillingberg
Vice President of Advisor Experience
Nathan Burmeister
Wealth Management Operations Specialist
Ashton Larza
Financial Planner
Nathan Allen
Financial Planner
Hannah Bach
Marketing Director
Maddie Anderson
Marketing Coordinator
Margo Whiteley
New Business Coordinator
Matt Pendergrass
New Business CoordinatorThe above individuals are associated with Bluecrest Financial Alliances.
ALIGNED INTEREST. SHARED GOALS.
To empower individuals, families, and business as they work toward long-term financial stability and clarity through education, strategy and trust.
HOW WE’RE DIFFERENT
We Are Informed By Legacy, Not Bound By It.
We designed Rockstone Capital to deliver what many firms strive to provide: custom wealth solutions designed for complex financial situations while maintaining accessibility across a range of client relationships. Our clients benefit from the breadth of our team's capabilities -— across investment management, financial planning, tax strategy, estate planning, and alternative investments — through a single, accountable advisory relationship.
YOUR NEXT OPPORTUNITY
Advance Your Career with Rockstone
Rockstone Capital is building a team of professionals who want to do meaningful, complex work - for clients who value thoughtful guidance.
Values your contributions, respects your integrity, and encourages your voice
Supports your long-term growth through mentorship, education, and new opportunities
Fosters a culture of collaboration and high standards
Offers work that matters—to your clients, your team and to you