Last month, Blue Rock Financial Group hosted the ‘Secrets of the Chef’ with Delaware’s own culinary maestro, Robbie Jester, in Rehoboth Beach and Wilmington, DE. With an incredible talent for curating some of the best food, Chef Robbie mesmerized our clients with his easy-to-understand culinary skills. He also shared his secrets and lessons learned from working in some of the...

The first ever Delaware Business Owner Summit is coming to Dewey Beach on Thursday, June 20, 2024. The Summit is designed to provide small business owners with valuable insights and strategies to enhance efficiency, productivity, and get them thinking about the various scenarios of succession planning. The event will take place at The Hyatt Place in Dewey Beach, DE and...

We are thrilled to shine a spotlight on one of our exceptional team members, Todd Roselle! Join us in celebrating Todd’s recent accolade as he secures a coveted spot on the prestigious Forbes Best in State Wealth Advisors 2024 list! Todd’s journey to this incredible recognition has been marked by unwavering dedication, profound expertise, and an unyielding commitment to his...

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...

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...

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...

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...

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,...

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...

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...