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Helping You Bridge Life and Wealth

Rockbridge Financial provides holistic financial services and wealth protection strategies to pre and post retirees, individuals and families, business owners, and fortune 1000 business executives coast to coast.

As a full service financial planning firm, our experienced team shares a never-ending commitment to helping you realize your goals by providing holistic risk and wealth management strategies which exceed expectations and serve your best interest first and foremost. Together, we can achieve a life well planned.

Rockbridge Financial

12377 Merit Dr Ste 1500 Dallas, TX 75251-2240



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Jonathan Cott, MBA, ChFC®, CFP®

Managing Principal

(972) 455-9037

(972) 455-9116

Jonathan’s dedication to helping individuals and small businesses build their financial futures is evident in every meeting. His experience in helping his clients achieve a life well planned has resulted in a number of honors and...

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Mark Jenison, CFP®, ChFC®

Managing Principal

(972) 455-9062

(972) 455-9116

In 1998, Mark and Jonathan founded Rockbridge Financial to assist individuals, families, and business owners through best in class investment management and wealth preservation services. Mark’s passion for assisting his clients...
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