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...

At Blue Rock Financial Group, we believe in celebrating achievements that reflect growth and dedication. Today, we are proud to recognize Delaney Argo for earning the Financial Paraplanner Qualified ProfessionalTM (FPQP®) designation. The FPQP® designation is awarded to individuals who complete a rigorous program focused on the fundamentals of financial planning. It equips professionals with the knowledge to provide comprehensive support...

Blue Rock Financial Group proudly participated in the annual Dewey Goes Pink 5K, an inspiring event dedicated to raising awareness and funds for breast cancer research. Our team not only showed up in full force, but we also achieved some impressive times on the course! It was a fantastic day filled with camaraderie, community spirit, and a shared commitment to...

The 2024 Delaware Business Owner Summit presented by Blue Rock Financial Group was an early highlight of the summer that brought local business leaders and entrepreneurs to beautiful Dewey Beach, DE. The summit featured incredible local and regional participation, with a notable number exceeding 150 attendees. Financially, the event was successful, raising substantial funds through ticket sales, sponsorships, and donations,...

Blue Rock Financial Group is excited to welcome its first Summer Intern, Liz Perry! Liz is a multi-talented individual, excelling as a 2-sport college athlete and serving as a lifeguard for Delaware State Parks. She graduated from Frostburg State University with a bachelor’s degree in marketing & business management and is currently pursuing her master’s degree at Salisbury University. Despite...

In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Nick Lombardo, CFA®, a seasoned Financial Advisor, deep dive into navigating economic uncertainty. This talk covers a variety of subjects, from staying focused amidst market volatility to harnessing the power of long-term investing. Topics discussed during this Financial Planning “Todd Talk” include: Click...

Last month, Blue Rock Financial Group hosted the ‘Secrets of the Chef’ with Delaware’s own culinary maestro, Robbie Jester, in Rehoboth Beach and Wilmington, DE. With an incredible talent for curating some of the best food, Chef Robbie mesmerized our clients with his easy-to-understand culinary skills. He also shared his secrets and lessons learned from working in some of the...

The first ever Delaware Business Owner Summit is coming to Dewey Beach on Thursday, June 20, 2024. The Summit is designed to provide small business owners with valuable insights and strategies to enhance efficiency, productivity, and get them thinking about the various scenarios of succession planning. The event will take place at The Hyatt Place in Dewey Beach, DE and...

We are thrilled to shine a spotlight on one of our exceptional team members, Todd Roselle! Join us in celebrating Todd’s recent accolade as he secures a coveted spot on the prestigious Forbes Best in State Wealth Advisors 2024 list! Todd’s journey to this incredible recognition has been marked by unwavering dedication, profound expertise, and an unyielding commitment to his...

Carter McClung’s support and dedication to the success of the 2024 Appoquinimink Workforce Readiness Fair in Wilmington, DE, were instrumental in creating a valuable experience for the 924 students from Middletown, Odessa, and Appoquinimink High Schools. His involvement and mentorship in training students on interviewing skills, general workforce tips, and networking were invaluable, leading to positive feedback from both students...