Blue Rock Financial Group has announced the hiring of Theo Dressler, CFP®, as Financial Advisor and Client Relationship Manager, and Dawn Mitchell as Client Service Representative. Both individuals bring a wealth of experience to the company with strong backgrounds in the financial industry.
Prior to joining Blue Rock, Dressler served in the Air Force, Air National Guard, and Air Force Reserves. He has served all over the country aiding in operations. In between serving in the armed services, Theo worked as an Account Executive (Stockbroker) until the 9/11 attacks. He then served on active duty for several combat tours. Retiring as a Lieutenant Colonel from the Air Force, Dressler wanted to return to his passion for finance. He became a CFP® professional in Florida before relocating back to Delaware.
Dressler offers clients a hands-on approach to achieving and preserving long-term financial goals. When he is not assisting clients at Blue Rock, Dressler is also a Defense Contractor teaching classes on basic finance, investments, retirement planning, tax planning, and estate planning for soldiers, airmen, and their families.
Mitchell has a strong background in the banking and financial services industries. She graduated from University of Delaware and has earned her Series 7 and Series 63 certifications. In addition, she is studying to take the CERTIFIED FINANCIAL PLANNER™ practitioner exam. In her role at Blue Rock, she handles all administrative tasks, coordinates with Blue Rock’s team, coordinates all onboarding tasks, and manages client relations.
Blue Rock Financial Group specializes in fee-based financial planning to business owners and individuals. The company also provides advising services for retirement plans to businesses.
For more information, call (302) PLANNER.