For Thomas Roll, managing investments requires careful planning, faithful attention, enduring patience, and a long-term commitment through the good and the bad.  As Registered Principal and Fundamental Choice Portfolio Manager at Salmon Creek Wealth Management (SCWM), Tom presents clear choices backed with analytical research to help his clients cultivate the future they always dreamed of having.

Tom and his wife Lisa Roll pioneered SCWM as an independent advisory to give themselves the freedom to better meet their clients’ needs.  He incorporates his experiences as a corporate accountant and financial advisor when crafting plans and solving problems for the clients at SCWM.  Tom believes learning is a lifelong journey – he’s earned the Chartered Retirement Planning Counselor (CRPC®), an MBA in Finance, his series 7, 9, 10, 24, and 66 securities registrations as well as numerous insurance licenses.

After raising their 2 children in New Jersey, they are now enjoying the empty nester life with hikes, bike rides, and canoeing in Bertie County, NC. He’s given back to the community through serving on school boards, leading youth in scouts & lacrosse, and various community building projects. When Tom does get a moment to himself, you’ll find him taking a run, hitting the links, beekeeping, or in the greenhouse and garden.

* I am not currently a practicing accountant. Wells Fargo Advisors does not provide tax or legal advice.

For more than 25 years, Lisa Roll has built her career on a simple belief that true financial advice should feel personal, not transactional. As Managing Principal of Salmon Creek Wealth Management (SCWM), Lisa is a trusted partner who combines clear, goal-focused planning with genuine care for the people she serves. She helps clients understand exactly where they are on their financial journey, then creates thoughtful strategies to guide them toward the life they envision. Many of her long-standing relationships now span multiple generations, something she considers one of her greatest honors.

Lisa began her career at Wells Fargo Advisors (formerly Prudential and Wachovia), where she learned the industry from the ground up. Along the way, she became a Fundamental Choice Portfolio Manager, earned the Chartered Retirement Planning Counselor (CRPC®) designation, and acquired multiple securities registrations. She and her husband, Tom Roll, founded SCWM to create the kind of practice they wished existed—a true family-oriented wealth planning practice where relationships come first, and advice is always tailored to the client.

Giving back has always been part of Lisa’s spirit. In 2005, she and Tom adopted their daughter through the foster care system, an experience that profoundly shaped her commitment to helping children in need. She later founded the Helping Hearts Family Foundation to support foster families in North Carolina and continues to volunteer as a Guardian ad Litem while actively supporting CASA SHaW and other advocacy efforts.

Now enjoying life as an empty nester, Lisa splits her time between guiding clients, making pottery in her home studio, tending to their honeybees or working alongside Tom in renovating their historic home. Whether in her professional work or personal passions, she leads with compassion, integrity, and a deep commitment to making a lasting difference in people’s lives.