SERVICE OVERVIEW

Are You Planning for Retirement?

Make a plan that will last a lifetime.

How We Can Help

Wealth Management
Insurance Planning
Risk Management
Asset Management
Tax Planning
Modified Family Office
Estate Planning
Charitable Giving
Protect-Your-Estate

Wealth Management

We want to make sure you're prepared for any life changes thrown your way. We conduct an analysis of your entire financial overview. Then we apply a holistic approach to creating a long-term financial plan that includes all your life goals.

Protect-Your-Estate

Retirement Planning Made Easy

Everyone's retirement plan is unique. That's why you need a financial planner that can work with you to create a retirement plan that suits your unique needs. Whether that's retiring by 60 or retiring with enough to travel the world, we craft the perfect blueprint for your retirement success.
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Frequently Asked Questions

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Blue Rock by the Numbers

Client-focused. Full-service. Face-to-face. Today, and year after year.
40

-

0

%

Average Net Worth
Increase Over 5 Years

49

%

Client
Retention

50

%

Advisors hold
Professional Designations

Are you an accountant, attorney or other trusted advisor?
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Your Team

    JEFF KACZMARCZYK, CFA®

    Financial Advisor

    DAWN MITCHELL

    Client Service Representative

    STEVE BART

    Operations Specialist

    KELLY KACZMARCZYK, CFP®

    CCO & Director of Operations

    JAMES WHALEN, CFP® CIMA®

    Lead Advisor | Financial Planner

    TODD ROSELLE, CFP® CHFC®

    President | Founder

    STACHE

    Director of First Impressions

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