Dawn Mitchell
Client Service Representative
At Blue Rock Financial Group, we pride ourselves we pride ourselves on having a dedicated and experienced team, and Dawn Mitchell our Client Service Representative, is not exception. With years of experience in the Banking and Financial industry, Dawn excels in building quality relationships with clients and delivering top-notch service.
In her role, she coordinates with the team, assisting with onboarding and supporting clients throughout their business relationship. Dawn’s dedication in building strong business relationships and attention to detail while handling tasks, ensures a seamless experience for both our clients and team.
Outside the office, Dawn enjoys spending time with her husband, two sons, daughter-in-laws and grandchildren along with her two dogs, Koda and Molly. She also dives into genealogy, managing five family branches dating back to the 1600s.
Carter joined Blue Rock Financial Group in September of 2019. Carter graduated from the University of Delaware and earned a B.S. in Financial Planning & Wealth Management and B.S. in Finance. During his time at the University he has served as a Peer-to-Peer Financial Counselor where he worked closely with the Success Grant Program Coordinator. In this role, he provided exit loan counseling and created strategies to reduce student loan debt and default rates for University of Delaware graduates. Having wrestled since the age of 9, he also served as the President of University of Delaware’s Club Wrestling Team.
Prior to joining Blue Rock Financial Group, Carter had summer internships at Bell Rock Capital in Rehoboth Beach, DE and Creative Financial Group in Newtown Square, PA. At Bell Rock Capital he researched and tested various financial planning software’s to expand the company’s service offering into holistic financial planning. He also created financial planning marketing material and provided initial evaluation of financial picture for high net worth individuals. At Creative Financial Group he created a client’s needs analysis, niche marketing strategies and served as a financial planning assistant to set appointments and provide data entry in company’s customer relationship management system.
