Welcome to Blue Rock News & Events

Last week marked a milestone as we celebrated over a decade of collaboration with Retirement Plan Advisory Group (RPAG) at their National Conference, nestled in the picturesque Ritz-Carlton Laguna Niguel in Southern California. Renowned for its core competency as an unbiased third party in retirement plan management, RPAG has been our steadfast partner in fostering innovation and growth. This event...

Read More

This quarter, our team gathering was an exhilarating mix of business acumen, personal growth, and, yes, a whole lot of water! If you haven’t considered white water rafting as a team-building activity, it’s high time you add it to your list. Navigating the wild rapids was not just an adrenaline rush; it was a metaphorical journey that taught us invaluable...

Read More

In June, the Dewey Beach Championship 2023 was nothing short of extraordinary! A heartfelt thank you goes out to all the athletes, sponsors, and volunteers who came together to make “A Fitness Competition for Good” an overwhelming success. Special congratulations to Todd Roselle and his teammate, Coach JJ, for clinching the 1st place trophy! But the event was about more...

Read More

Blue Rock Financial Group was honored to sponsor and attend the 13th Annual Children & Families First – Taste for Art event on Saturday, April 29th, 2023 at the Riverfront Events at the Hyatt Wilmington. This year’s event was a huge success, featuring a Tapas Throwdown, local artisan vendors, talented student chefs, immersive live art, and an open bar with...

Read More

Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the requirements for the CIMA® certification, Certified Investment Management Analyst® through the Investment & Wealth Institute®. James attended The University of Chicago Booth School of Business to complete the CIMA® certification, which identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced...

Read More

Blue Rock Financial Group is pleased to announce that Carter McClung, CFP®, CSLP® is the only CFP in the state of Delaware who has the Certified Student Loan Professional (CSLP®) designation. This designation is specific for financial professionals focused on providing advice regarding the repayment of student loan debt. Student loan debt is unlike any other debt out there today...

Read More

You may have seen an earlier picture of me, maybe my bio picture from June of 2022, or an earlier picture on our social media. I was up to 230 pounds in the middle of 2022, the heaviest I’ve ever been in my life. My body, mind, relationships, and wallet were all suffering as a result. I turned 60 in...

Read More

Theo, a CFP and Financial Advisor with Blue Rock Financial Group was recently elected as a Director and member of the Board for the Delaware Submarine Association. The Association was formed in 2020, upon the commissioning of the USS Delaware, to serve as the civilian support organization for the USS Delaware (SSN-791), Delaware’s namesake warship. The history of the Navy...

Read More

When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance? Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then...

Read More

It’s no secret that Sussex County’s real estate market is booming. From new constructions to rental properties, Delaware Beaches have become the new “it” place to live and everyone wants a slice of the pie. Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Tom Carney, JD from T.Carney Sussex Law (TCSL) dive headfirst into the hottest real estate...

Read More