Exceptional insurance solutions for the preservation and transfer of generational wealth.
Exceptional insurance solutions for the preservation and transfer of generational wealth.
Founded by Edmund Perry and Preston Sartelle, RockBridge Group is committed to strengthening client relationships through principled advice and tax-efficient solutions for the unique planning needs of families with generational wealth. An M Financial Member Firm, RockBridge is focused on delivering best-in-class analytics, design, and results with transparency, discretion, creativity, and an eye to good stewardship.
Connected by Commitment
We don’t often think about the roads that connect us to the places we go. Or the bridges that give passage to our most significant endeavors. But, all along the way, we seek connection. Connection to the things that matter most. Connection to relationships. Connection to legacy.
At RockBridge Group, it’s our shared commitment that binds us. Your life. Your journey. Your legacy. Your family is our deepest commitment. And our commitment is unwavering.
Edmund Perry, J.D.
Founding Principal
In a career spanning nearly 35 years, Edmund has held senior legal and executive management positions in public and private companies, including Protective Life (NYSE), where he was responsible for marketing, sales, new business administration, underwriting and product development in a life distribution channel, and SONAT Inc., a NYSE holding company whose assets included interstate natural gas pipelines, oil & gas E&P operations, and offshore deep water / harsh environment drilling. He earned his J.D. from the Yale Law School (1985) and was Valedictorian and first in his class at Washington & Lee University (B.A. 1982). He currently holds his life insurance, Series 6 and Series 63 licenses and is a member in good standing of the Alabama State Bar.
Preston Sartelle, CFA
Founding Principal
Preston has specialized in both estate planning and institutional insurance programs since entering the industry in 2005. He served as a lead Marketer for Capital Strategies Group, where he led the entry into the Texas and Oklahoma markets then developed those markets over the course of eleven years. Preston has worked as an accountant and operations manager for Asea, Brown, Boveri (ABB), an international power systems firm, in Madrid, Spain and the Bahamas. A graduate of Washington & Lee University, Preston obtained a B.S. in Accounting. He currently holds his life insurance, Series 7, and Series 66 licenses and is a C.F.A. Charterholder.
Patrick Werner
Director, Operations
Prior to joining RockBridge Group as Director, Operations, Patrick served as Chief Operating Officer of a District Office of Northwestern Mutual Life Insurance Company in Birmingham, Alabama, where he established and managed all administrative, operational and compliance standards, processes, systems and controls. Patrick graduated from The University of Mississippi, where he earned a Bachelor of Business Administration degree with a major in Managerial Finance. He currently holds his life insurance, Series 6 and Series 63 licenses.
Edmund Perry, J.D.
In a career spanning nearly 35 years, Edmund has held senior legal and executive management positions in public and private companies, including Protective Life (NYSE), where he was responsible for marketing, sales, new business administration, underwriting and product development in a life distribution channel, and SONAT Inc., a NYSE holding company whose assets included interstate natural gas pipelines, oil & gas E&P operations, and offshore deep water / harsh environment drilling. He earned his J.D. from the Yale Law School (1985) and was Valedictorian and first in his class at Washington & Lee University (B.A. 1982). He currently holds his life insurance, Series 6 and Series 63 licenses and is a member in good standing of the Alabama State Bar.
Preston Sartelle, CFA
Preston has specialized in both estate planning and institutional insurance programs since entering the industry in 2005. He served as a lead Marketer for Capital Strategies Group, where he led the entry into the Texas and Oklahoma markets then developed those markets over the course of eleven years. Preston has worked as an accountant and project manager for Asea, Brown, Boveri (ABB), an international power systems firm, in Madrid, Spain and the Bahamas. A graduate of Washington & Lee University, Preston obtained a B.S. in Accounting. He currently holds his life insurance, Series 7, and Series 66 licenses and is a C.F.A. Charterholder.
Patrick Werner
Prior to joining RockBridge Group as Director, Operations, Patrick served as Chief Operating Officer of a District Office of Northwestern Mutual Life Insurance Company in Birmingham, Alabama, where he established and managed all administrative, operational and compliance standards, processes, systems and controls. Patrick graduated from The University of Mississippi, where he earned a Bachelor of Business Administration degree with a major in Managerial Finance. He currently holds his life insurance, Series 6 and Series 63 licenses.
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Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. RockBridge Group, LLC is independently owned and operated.
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