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Welcome to Blue Rock News & Events
Carter McClung Delivers Important Message to Delaware High Schools
Apr 4, 2024
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...
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Blue Rock Financial Welcomes Nicholas Lombardo, CFA to The Team
Mar 30, 2024
We are pleased to introduce Nick Lombardo, CFA, as the newest member of the Blue Rock Financial Group team. With his impressive background in investment management and comprehensive knowledge of the ever-changing markets, Nick will prove to be a valuable asset to our team. Nick will ultimately transition into a financial planning role, where his skills and expertise will be...
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Blue Rock Financial Group Attends Conference in Nashville, TN
Mar 26, 2024
Kelly, Todd, Carter, and Steve attended a conference this past week in Nashville, TN. Innovation is imperative for the growth of any business and our team is always looking for the best way to serve our clients in an ever-changing arena of cutting-edge technology. At the conference, they had the opportunity to listen to industry experts and share ideas with...
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Blue Rock Financial Group Welcomes Delaney Argo to The Team
Mar 6, 2024
Blue Rock Financial Group is delighted to announce the addition of Delaney Argo as our newest Client Service Representative! With a strong background in customer service, Delaney is poised to enhance the client experience and strengthen relationships within the company. She has quickly become an incredibly valuable asset to our firm, and we know she will continue to do incredible...
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Blue Rock Financial Group’s 2023 Reflections and 2024 Aspirations
Feb 7, 2024
This month, Blue Rock Financial Group gathered in Wilmington, DE to discuss our year in review during our Quarter 4 meeting. Our team discussed what we did well as a firm and what we have the ability to improve upon for 2024. We have made significant improvements to our processes, and we have added some incredibly talented teammates; Tabitha Thomas,...
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The Psychology of Retirement: Where Your Money and Mind Come Together
Nov 22, 2023
In this Financial Planning “Todd Talk,” Todd Roselle, CFP®, ChFC®, Founder of Blue Rock Financial Group, and Dr. Katie Elder, a multifaceted psychologist and entrepreneur, delve into a comprehensive discussion that merges financial planning with psychological well-being. The talk covers a variety of subjects, from the intricacies of managing finances amidst market volatility to the psychological aspects of money and...
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October Highlights: Professional Growth & Team Spirit
Nov 1, 2023
October marked a significant milestone for the Blue Rock Financial Group (BRFG) team, who had the privilege of attending a professional development day hosted by Dimensional Fund Advisors (DFA). This event was not just another corporate meeting; it was a treasure trove of knowledge and insights. Understanding the history and evolution of DFA was a highlight. It gave our advisors...
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Dewey Goes Pink 2023 – A Resounding Success
Oct 20, 2023
Participation in Dewey Goes Pink has been a journey of both enthusiasm and purpose for us. We’re filled with gratitude to have had the opportunity to sponsor this significant event. It’s through our collective strides that we bring attention to the crucial fight against breast cancer. The sea of pink and the energy of the participants at the event were...
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A Toast to Compassion: Beebe Goes Purple
Sep 29, 2023
On the evening of September 28th, 2023, from 5 PM to 9 PM, the Starboard transformed into a hub of philanthropy and community spirit. The occasion? Beebe Goes Purple, a charity bartending event designed to support Beebe Healthcare’s Mobile Health Clinic, focusing on mental health and addiction medicine. Our very own Carter McClung took center stage, not just as a...
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Blue Rock Attends 2023 RPAG National Conference
Sep 20, 2023
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...
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Carter McClung Delivers Important Message to Delaware High Schools
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