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Our Q3 meeting brought the team to Kings Creek Country Club to check in on the goals we set at the end of last year. We started the morning with breakfast and a full recap of the quarter, reviewing where we stand against those goals and where to focus next. From there, we traded the boardroom for the water with...

On June 20, Todd Roselle, CFP® CHFC® and Carter McClung, CFP® CSLP® attended the Leukemia Research Foundation of Delaware’s Endless Summer event at Lighthouse Cove Event Center in Dewey Beach. The Leukemia Research Foundation of Delaware is a 100% volunteer-run organization that funds cutting-edge blood cancer research and advocates for advances in patient care. Every dollar raised goes directly toward...

On June 3, the Blue Rock Financial Group team traveled to Philadelphia for a day at the ballpark. We make it a point to build in moments like this throughout the year, not just for the team, but often alongside the clients and partners who make our work possible. A relaxed afternoon outside the office tends to build stronger relationships...

Every so often, we step away from the day-to-day to update our photos. Fresh, professional imagery helps us put a real face to Blue Rock Financial Group. That’s on our website, in client communications, and across social media. It is a small investment that makes a big difference in how approachable and current our brand feels to the people we...

​The Blue Rock Financial Group team traveled to Richmond, Virginia for our Q2 meeting in April. We spent the session aligning on firm updates, refining internal processes, and mapping out upcoming initiatives. Meetings like this give us the chance to step back, evaluate how we are operating, and continue improving the experience we deliver to our clients. Outside of the...