Who We Are

In a world of takers, Lisa Roll has always been dedicated to giving back. As Managing Principal at Salmon Creek Wealth Management (SCWM), Lisa is the compassionate, creative, and goal-oriented partner who helps clients understand exactly where they stand on their financial journey before developing plans to help them overcome the obstacles they face. With over 25 years of building trusting relationships, she feels especially privileged to now work with the children & grandchildren of many long-time clients.

After learning the industry from the ground up at Wells Fargo Advisors (formerly Prudential and Wachovia), Lisa pioneered SCWM with her husband Tom Roll to bring their vision of a true family wealth planning firm to life. Throughout her decades of experience in financial services, she became a Fundamental Choice Portfolio Manager, acquired several securities licenses, and earned the Chartered Retirement Planning Counselor (CRPC®) designation.

Giving back goes much farther than financial advising for Lisa. Without question, she and Tom had a positive life-changing experience when they adopted their daughter through the Foster Care System in 2005. Lisa went on to be a champion for foster kids by establishing the Helping Hearts Family Foundation, which helps local Foster Care families in NC, as well as fervently supporting CASA SHaW (Court Appointed Special Advocates of Somerset, Hunterdon, and Warren Counties) and the North Carolina Guardian ad Litem program as a volunteer advocate. With both their daughter & son now in adulthood, Lisa enjoys empty-nester activities like crafting in the pottery studio, hunting for seashells on the beach, and hitting the links with Tom.

For Thomas Roll, managing investments is a lot like growing a successful garden. It 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.

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 experience as a corporate accountant along with over a decade in financial services 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 from John F Kennedy University, and several securities licenses.

In Tom’s world, the only thing more important than being a good financial advisor is being a good father. He and Lisa maintain that adopting their daughter through the Foster Care System was one of the best decisions they ever made. 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 building houses with Habitat for Humanity. When Tom does get a moment to himself, you’ll find him taking a run, hitting the links, or in the greenhouse - trying to make his personal garden grow!