Our Team
About Us
Blue Rock Financial Group is a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives. Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plan.
Meet The Team
TODD ROSELLE, CFP® CHFC®
President | Founder
Kelly Wilson, CFP®, CRPS®
CCO & Director of Operations
CARTER MCCLUNG, CFP® CSLP®
Director of Financial Planning
DAWN MITCHELL
Client Service Representative
STEVE BART
Operations Specialist
Delaney Argo, FPQP®
Client Service Representative
Chris Owens
Financial Planner
Justin Bennitt
Financial Planner
STACHE
Director of First Impressions