MEET OUR TEAM
For the past 35+ years, Rockett Financial has been helping clients overcome the uncertainties of life. While each client’s concerns are different, all share the common goal of wanting to be financially secure. Rockett Financial is centered on helping clients successfully meet their financial goals, including retirement.
While there is a planning process, there is no formula or one-size-fits-all solution. Rockett Financial’s objective is to help clients save time and money with the least amount of stress and risk, the end-goal of making successful retirement within their reach. Recognizing that each client has their own needs, we develop individualized plans that address a client’s concerns such as, not saving enough money, feeling insecure about the investment markets and the uncertainty created by all the financial decisions to be made. This interview process results in easy-to-follow steps, with us providing direction along the way, resulting in a progression toward the clients’ retirement dreams.
“The most enjoyable part of this process is that while solutions may share similar products or outcomes, everyone has their own story. I enjoy learning each individual or family story.
- DAVID ROCKETT -
“You feel a connection to them and then hopefully through financial planning become a (positive) part of their story and the story of our community.”
- BOB ROCKETT-
Bob Rockett
Financial Advisor
For the past 35+years, Bob has been helping his clients successfully retire. He is currently working part-time and will be moving into retirement in the next few years.
Bob still enjoys the retirement process and learning about his clients’ stories. There is a lot of satisfaction in being able to walk alongside these friends who are able to realize their financial goals.
Fun fact: Bob was the University of Washington record holder in the javelin at 287’6”, was ranked 21st in the world, and a finalist in 1984 Olympic Trials.
Bob is married to Ann and has 4 adult children. He enjoys playing as much golf as is allowable. They both love to travel.
David Rockett
Financial Advisor
David is the third generation Rockett to serve at Rockett Financial. Growing up, David worked in the office as an assistant during his summers. Gifted in economics, but also blessed with hands on skills, David decided to first learn a trade and became a certified welder. The intention was always to someday join Rockett Financial to pursue his passion. After 4 years of working heavy construction including welding, carpentry and millwright projects, David decided it was time to follow his dream of helping others plan for their successful retirements.
Earning his financial advisor credentials, David officially joined the office in 2019. He has been consistently recognized as one of the top producers for New York Life and most recently was 339th in a company of over 14,000 sales persons. David became the owner of Rockett Financial in 2024. He has 1500+ clients and manages over $150,000,000 in assets.
He is an outdoor adventurer, motor sport enthusiast, fisherman and world traveler. David is married to Jessica and they have two children. Both enjoy anything involving family, friends, outdoor activities and coffee.
Ethan Thompson
Financial Advisor
Originally from California, Ethan moved to Raymond in 2019. He had his sights set to attend WSU to become a history teacher. The 2020 pandemic created a sudden change in his plans and he took a job with the Raymond Post Office. This gave him three years to decide that he wanted to be in financial services. Ethan met with David & Bob Rockett to learn more about their business and in the process, they offered him a job. Ethan has gotten all his investment and insurance licenses and is currently providing retirement planning services for new and existing clients of Rockett Financial. He is incredibly thankful for the guidance provided by Rockett Financial and looking forward to having a long and rewarding career.
In his free time, Ethan and his wife, Marissa, enjoy playing with their three dogs and taking them on walks along the Willapa Trails. Their favorite activities are watching football together, big projects at home, and attending family events.
Dawn Williams
Director of Client Relationsr
Dawn joined our team in 2018 as the Receptionist/Office Assistant and came with over 20 years of customer service under her belt. She has since been promoted to Director of Client Relations/David’s Executive Assistant. She brings an infectious laugh, a fabulous work ethic, and creative new ideas to the business. She has a love for people and it shows in her interaction with our clients.
Dawn was born and raised in South Bend with deep roots to the community. When not working, she has a passion for photography as well as crafting for her side-business. She enjoys spending time with family and friends or virtually any animal that will let her love on it. Dawn belongs to CrossRoads Church and has been involved with the Soldier Ministry there for the last several years.
Jordan Chriss
Registered New Accounts Specialist
Jordan joined our team in October of 2022 after working in the administrative & social services sector for several years. She worked quickly to achieve both LSA status as well as RSA status, accomplishing both by January 2024. Her main focus is on the application process and all that entails.
Jordan hails from outside the Portland, OR area originally and has 3 beautiful girls. She spends her free time taking the girls to softball, cheer, and other various activities. She loves the outdoors, particularly hunting and fishing, and she also enjoys spending time with family.