Meet the Team
Behind everything we do is a team of people who truly care. We bring our full selves to the table—open-minded, collaborative, and ready to make something great.
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“I’vespentmycareerfocusedononequestion: howdowestructurecapitalandsystemssomorepeoplecanbuilddurablewealthovertime?”
Raquel is an executive leader with more than 30 years of experience translating vision into executable strategy across housing, economic development, and community finance. Her work spans communities large and small nationwide, partnering with cities, public agencies, and mission-driven financial institutions to align capital, policy, and people around clear, measurable outcomes.
Throughout her career, Raquel has managed complex budgets, led multidisciplinary teams, and directed national portfolios advancing affordable housing, small business growth, and neighborhood revitalization. She is known for operating at the intersection of strategy and execution, structuring partnerships, mobilizing capital, and building the systems, governance, and accountability needed to deliver results at scale.
Raquel’s leadership philosophy is grounded in people. She is deeply committed to developing talent, strengthening organizations, and cultivating high-performance cultures in service of more resilient and equitable communities.
Today, Raquel brings this experience into a new chapter, working with organizations and investors to connect disciplined strategy with lasting social impact.
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Chief Operating Officer
Jacqueline brings over 30 years of work experience in both the private and public sectors with an emphasis in affordable housing, redevelopment, HUD community development programs, and single-family development.
Prior to serving as Managing Director of Contract Management and Compliance, in the Finance Management Division where she was responsible for analyzing operations processes and performance across all Technical Assistance product and service offerings, she provided consulting services to developers and local municipalities. In 2020 Ms. Rodarte oversaw the expenditure of $11.0 M in small business grants and $8.0 M in small business forgivable loans throughout north Texas, in response to the COVID-19 pandemic.
Her career in real estate and economic development finance includes working with Grow America (formerly National Development Council), the City of Dallas, County of Los Angeles, and Cesar Chavez Foundation.
As the Assistant Director of the Housing Dept. to the City of Dallas she oversaw all housing related programs throughout the city. While at Cesar Chavez Foundation, she was responsible for overseeing the acquisition, new construction and/or rehabilitation of projects throughout the Southwest United States. Responsibilities included identifying and securing various financing sources, including Low Income Housing Tax Credits, in California, Arizona, New Mexico, and Texas. With the Los Angeles County Community Development Commission, she managed over $8 million in Neighborhood Stabilization Program funds for the acquisition and rehabilitation of multifamily properties. Additionally, Mrs. Rodarte expended more than $20 million in HOME and Tax Increment funds for the creation of an excess of 700 housing units throughout the Los Angeles County area and oversaw syndication projects as part of its $600 million loan portfolio.
Mrs. Rodarte holds her bachelor’s degree in Business Administration, Finance from California State University of Long Beach, and resides in Dallas, Texas.
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Chief Financial Officer
Sergio brings almost 30 years of work experience in all aspects of real estate taxation including tax provision and internal controls (SOX) analysis and reporting.
Prior to working as a tax consulting for various clients in the real estate industry, Mr. Valle was tax director at HealthPeak Properties Inc. which is a $20b Real Estate Investment Trust (REIT) that builds, owns, and manages facilities in the healthcare industry.
His career trajectory includes working in public accounting for national CPA firms such as Ernst & Young, PWC, and RSM.
During the 2020 pandemic, Mr. Valle had the opportunity to design and administer small business assistance programs for local cities and counties in the north Dallas area.
Mr. Valle holds a bachelor’s degree in Business Administration, Accounting from California State University of Los Angeles and a master degree in Business Taxation from the University of Southern California. His is a Certified Public Accountant licensed in California and Texas. He resides in Dallas, Texas.
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People & Culture
Maureen Milligan’s approach as Co-CEO for People & Culture is grounded in the conviction that employee ownership and belonging are vital to organizational success. Drawing on her legal background and expertise in diversity, equity, inclusion, and belonging (DEIB), she builds frameworks that ensure every team member is heard, valued, and empowered.
Maureen champions transparent dialogue and participatory decision-making as core features of Rock Advisory Partners’ workplace culture. She develops collaborative learning programs, fosters mentorship, and actively creates pathways for professional growth across disciplines. Her strategic leadership ensures that policies and practices reflect the firm’s commitment to integrity, fairness, and sustained impact—cultivating a resilient team ready to deliver on Rock’s mission and model best practices for the industry.
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Operations & Finance
Laura Salinas-Martinez leads the enterprise backbone—operations, finance, and risk—so the organization can scale with discipline and deliver consistently for clients and partners. As Co-CEO, she pairs day-to-day operational stewardship with long-range planning, aligning people, processes, and capital to the company’s strategy.
Laura oversees core functions including financial planning and analysis, budgeting, treasury and cash management, accounting, contracts, and audit readiness. She directs enterprise operations—program management, procurement, vendor management, and business continuity—while strengthening data governance, performance measurement, and internal controls. Working closely with her Co-CEO counterparts, she translates strategic priorities into clear operating plans with milestones, dashboards, and accountability.
Her focus areas include:
Financial discipline: multi-year budgeting, scenario planning, pricing strategies, and capital allocation that balance growth with resilience.
Operational excellence: standardized playbooks, SLA/OKR frameworks, and capacity planning to improve speed, quality, and cost.
Risk & compliance: policy management, internal controls, and readiness for audits and reviews.
People & systems: workforce planning in partnership with HR; technology and data improvements that streamline workflows and support decision-making.
Stakeholder confidence: timely, transparent reporting to the Board, investors, and public-sector partners.
Guided by clarity and consistency, Laura’s mandate is simple: build a high-trust, high-performance operation that turns strategy into reliable results—quarter after quarter, year after year.
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Chief Financial Officer
Sergio Valle, CPA, MBT, is a real estate tax and finance professional with nearly 30 years of experience across real estate taxation, tax provision, and internal controls and reporting. He has advised real estate companies and investment platforms on partnership and corporate taxation, REIT-related matters, and state and local tax considerations.
Before moving into consulting, Sergio served as Tax Director at HealthPeak Properties Inc., a large publicly traded real estate investment trust focused on healthcare facilities. His career also includes roles in public accounting with national firms, including Ernst and Young, PwC, and RSM, supporting real estate and REIT clients with complex compliance and reporting requirements.
During the COVID-19 pandemic, Sergio helped design and administer small business assistance programs for local cities and counties in the North Dallas region, supporting the deployment of loans and grants to stabilize local businesses.
Sergio holds a bachelor’s degree in accounting from California State University, Los Angeles, and a Master of Business Taxation from the University of Southern California. He is a Certified Public Accountant licensed in California and Texas, and he is based in Dallas, Texas.
