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Welcome to Blue Rock News & Events
A Quarter to Remember: Team Building on the Rapids
Aug 18, 2023
This quarter, our team gathering was an exhilarating mix of business acumen, personal growth, and, yes, a whole lot of water! If you haven’t considered white water rafting as a team-building activity, it’s high time you add it to your list. Navigating the wild rapids was not just an adrenaline rush; it was a metaphorical journey that taught us invaluable...
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A Weekend of Triumph and Purpose at Dewey Beach Championship 2023
Jul 20, 2023
In June, the Dewey Beach Championship 2023 was nothing short of extraordinary! A heartfelt thank you goes out to all the athletes, sponsors, and volunteers who came together to make “A Fitness Competition for Good” an overwhelming success. Special congratulations to Todd Roselle and his teammate, Coach JJ, for clinching the 1st place trophy! But the event was about more...
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13th Annual Children & Families First – Taste for Art Event
Jun 20, 2023
Blue Rock Financial Group was honored to sponsor and attend the 13th Annual Children & Families First – Taste for Art event on Saturday, April 29th, 2023 at the Riverfront Events at the Hyatt Wilmington. This year’s event was a huge success, featuring a Tapas Throwdown, local artisan vendors, talented student chefs, immersive live art, and an open bar with...
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James Whalen Earns CIMA® Certification
May 19, 2023
Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the requirements for the CIMA® certification, Certified Investment Management Analyst® through the Investment & Wealth Institute®. James attended The University of Chicago Booth School of Business to complete the CIMA® certification, which identifies individuals who have met extensive experience and ethical requirements and successfully completed advanced...
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Carter McClung Earns CSLP® Designation
Feb 21, 2023
Blue Rock Financial Group is pleased to announce that Carter McClung, CFP®, CSLP® is the only CFP in the state of Delaware who has the Certified Student Loan Professional (CSLP®) designation. This designation is specific for financial professionals focused on providing advice regarding the repayment of student loan debt. Student loan debt is unlike any other debt out there today...
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Understanding Medicare & Medicare Supplements
Sep 21, 2022
When you hit 65 years of age, it can feel like a daunting task navigating Medicare. When should I enroll, what if I’m still covered by a health plan at work, how is Medicare different from my private insurance? Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Medicare Supplement Expert Jerry O’Neil answer all these questions and then...
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Todd Talks
Real Estate at the Delaware Beaches in 2022
May 9, 2022
It’s no secret that Sussex County’s real estate market is booming. From new constructions to rental properties, Delaware Beaches have become the new “it” place to live and everyone wants a slice of the pie. Blue Rock’s Founder Todd Roselle, CFP®, ChFC®, and special guest Tom Carney, JD from T.Carney Sussex Law (TCSL) dive headfirst into the hottest real estate...
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Todd Talks
Celebrating 10 Years and Beyond
Apr 20, 2022
2022 marks yet another milestone for Blue Rock Financial Group. The firm was born to provide guidance based on a plan, financial planning. Back in 2012, the number of true financial planning firms, especially in Delaware, was very few. Leading with advice, instead of a commission-based product was an emerging way to way to approach the financial services industry. Blue...
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Inflation In 2022
Feb 4, 2022
Inflation has been a hot topic word, especially within the two years, but what does inflation mean for you and your financial freedom? Higher inflation can be a double-edged sword depending on how you look at it. Blue Rock Financial Group’s Todd Roselle, CFP® ChFC®, and Jeff Kaczmarczyk, CFA® break down what inflation is and how it impacts many facets...
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Todd Talks
Inaugural Motorcycle Santa 5k
Nov 2, 2021
Blue Rock Financial Group had a wonderful time supporting the Inaugural Motorcycle Santa 5k as both a gold level sponsor & as a participant! The event benefited the Ronald McDonald House of Delaware & had an impressive turnout. Motorcycle Santa started in 2015 as an impromptu idea to spread some holiday cheer. An Amazon prime delivery of a Santa suit,...
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