Steve Bart
February 7, 2024
This month, Blue Rock Financial Group gathered in Wilmington, DE to discuss our year in review during our Quarter 4 meeting. Our team discussed what we did well as a firm and what we have the ability to improve upon for 2024. We have made significant improvements to our processes, and we have added some incredibly talented teammates; Tabitha Thomas, Delaney Argo, and Nick Lombardo, CFA®. This year will prove to be an innovative and fruitful year for Blue Rock Financial Group as we continue to deliver the highest quality service for our clientele. We are excited for what this year will bring and eager to enhance the value we have been known to provide for many years to come.
