top of page
BrokerCheck_edited.png

Meet the Team

Rob%2520VanOstenbridge_edited_edited.jpg

Rob Van Ostenbridge

Rob works with investors who recognize that true wealth involves financial stability and a satisfying life. He shares this perspective and is proud of the family and community he supports outside of work. Outside his professional activities, Rob volunteers with organizations in the community and enjoys an active lifestyle with his family including his canine running mate.

Caitlin

Caitlin Reynolds

Caitlin is a life-long Connecticut Shoreline native. She graduated Summa Cum Laude with a Bachelor of Arts in Communications and Visual Arts. Caitlin enjoys being outdoors, traveling, photography, a cup of coffee and a good book. She brings 8 years experience working in the financial industry. She likes to see people stepping into financial freedom and achieving their goals.

Business Support

As investment professionals, Sound Wealth Advisors receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support.
Will-Brand-Headshot.jpg
Will Brand, CRCP®â€‹
Chief Compliance Officer
Jenny Kurz
Director of Marketing
Ryan-Geschke.jpg
Ryan Geschke
Director of Investments
ErinCorbett.jpg
Erin Corbett
Managing Director, Operations
Lauren-Lehman-1.jpg
Lauren Lehman, CFA®, CFP®
Head of Portfolio Management
Arianna-Rodriguez-Hi-Res-2.jpg
Arianna Rodriguez, CIMA®
Senior Portfolio Manager

Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Sound Wealth Advisors are separate entities from LPL Financial.

 

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

bottom of page