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 Coordinator

Martha 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 Associate

Meet 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 Coordinator

The 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