RS Asset Management, LLC

Sean Soulvie is a financial advisor at RS Asset Management, LLC in Colorado Springs, CO, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with RS Asset Management and LPL Financial LLC since 2011. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary portfolio management using a range of investment strategies and conducts regular account supervision, combining fundamental and technical analysis tailored to client goals.

William Roark is a financial advisor with RS Asset Management, LLC in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial LLC and RS Asset Management since 2011. Outside of advisory work, Roark is involved in workshop instruction focused on business owner transition education and operates a self-storage facility. RS Asset Management serves individuals, trusts, pension plans, charitable organizations, and business entities by providing portfolio and asset management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis, offers discretionary and non-discretionary management across various securities, and emphasizes regular portfolio supervision and rebalancing.