Our Team
Joel Shaps, CFP®, CIMA®
Joel Shaps has been president of Bedrock Capital Management since 2001, and manages the firm's operations and marketing. He is a registered investment advisor, CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Investment Management Analyst(SM) professional, a member of NAPFA (National Association of Personal Financial Advisors), IMCA (Investment Management Consultants Association), and the Financial Planning Association. As a corporate growth and profit strategist prior to owning Bedrock, Joel established his own consulting business in purchasing and accounts payable auditing in 1989. The ShapsGroup was named one of the 500 fastest growing companies in the United States in both 1996 and 1997 by INC. magazine. After selling his company to PRG in 1997, Joel joined the senior management team and served as manager of several acquisitions in five cities. He has extensive merger and acquisition experience from more than 30 years in industry. Joel received his B.A. from the University of Pennsylvania.
Eric Lewis, CFA, CFP®
Eric Lewis is Chief Investment Officer of Bedrock Capital Management and has been with Bedrock since 2003. Eric leads the team that specializes in investments and portfolio strategy for Bedrock’s clients. An experienced analyst, Eric’s opinions have been quoted in the Wall Street Journal and other leading publications, and he has spoken on national television and at numerous industry conferences. Before joining Bedrock, Eric held management positions at International Data Corporation, Hewlett-Packard, and a unit of Standard & Poor's. Eric is a CERTIFIED FINANCIAL PLANNER™ professional, CFA Charterholder, a member of the CFA Institute and the Financial Planning Association. He received a B.A. degree from Princeton University and an M.B.A. from Harvard Business School.
Lois Springsteen, CFP®, EA
Lois Springsteen is the Client Service Manager of Bedrock. She is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent and a member of the Financial Planning Association. Lois began her career in operations and software development as Project Manager for Unisys Corporation, and then as a Project Engineer at the Aerospace Corporation. Lois received her B.A. from California State University, Chico. She worked as a Tax Specialist at H&R Block, and is enrolled to represent taxpayers before the Internal Revenue Service.
Sharon Lacy, CFP®
Sharon Lacy is Chief Compliance Officer of Bedrock Capital Management. She is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association. She specializes in financial planning and process automation within the firm. Sharon joined Bedrock in 2006 after a career in software engineering with Hewlett-Packard. She earned a B.S. in Electrical Engineering from The University of Washington in Seattle and an M.S. in Computer Science from The University of California at Davis.
Tony Blagrove
Tony Blagrove is the Portfolio Analyst of Bedrock Capital Management and joined Bedrock at the beginning of 2008. Tony supports Bedrock’s Chief Investment Officer in determining strategic asset allocations, conducting portfolio analysis, and setting capital market expectations. Tony previously worked for Symantec Corporation in the Treasury and Mergers & Acquisitions groups in various analyst roles. Tony is a Level 3 CFA candidate and an associate member of the CFA Institute. He received a B.S. in Economics and a B.S. in Finance from Santa Clara University.
