Carter McClung, CFP® CSLP® Promoted to Director of Financial Planning

Carter has consistently exemplified the highest standards of integrity, thought leadership, and innovation in financial planning. Since joining Blue Rock in 2019, Carter has combined technical expertise with an empathetic, modern approach to advising clients—always rooted in helping people live more intentionally and plan with purpose.

Before Blue Rock, Carter earned a dual degree in Financial Planning & Wealth Management and Finance from the University of Delaware. He quickly made a name for himself in the industry, becoming one of the few advisors to pass the rigorous Certified Financial Planner® examination at just 23. He later earned the Certified Student Loan Planner® designation, distinguishing himself as Delaware’s only CFP® with this specialized student loan planning credential. Since earning the CSLP® designation, he has consulted on nearly $50 million of student loan debt and has guided borrowers to save approximately $10 million. This expertise has been a valuable addition to his knowledge base, especially for parents and high earners who still carry student loan debt.

Carter’s professional philosophy is deeply aligned with Blue Rock’s mission: he believes financial planning is fundamental to a fulfilled life—not just a luxury. Through his personal writing, educational outreach, and speaking engagements, he is elevating the way clients think about money, time, and impact. Whether he’s guiding high-income professionals, business owners, or rising professionals, Carter’s advice is anchored in clarity, sustainability, and a drive to define what “enough” truly means.

“Carter represents the future of financial planning,” said Todd Roselle, CFP®, ChFC®, Founder and President of Blue Rock. “His analytical mind, creative problem-solving, and ability to articulate complex topics makes him an extraordinary asset to our clients and our firm. We couldn’t be prouder to see him step into this leadership role.”

Carter’s promotion further strengthens Blue Rock’s expertise in the Lewes and Rehoboth communities. This promotion also brings a strong leader to support the firm in its focus on tax-forward financial planning, particularly for business owners and retirees. His continued growth ensures our clients will benefit from the forward-thinking strategies and personalized advice that set us apart.

Please join us in congratulating Carter on this well-earned achievement.