Kelly Kaqz- Transparent BG

Kelly Kaczmarczyk, CFP®

CCO & Director of Operations

TALK TO KELLY

Kelly is the Chief Compliance Officer & Director of Operations with Blue Rock Financial Group.

Here at Blue Rock, Kelly oversees all compliance activities of the firm as the Chief Compliance Officer, ensuring compliance with regulatory requirements, laws, policies, and procedures. As Director of Operations, Kelly manages the day-to-day activities of the company and leads coordination and integration efforts among operations and client service teams.

Kelly is also the primary contact for our 401k clients. She assists in developing and maintaining retirement plans for employers to meet the needs of their company. Kelly also meets with 401k participants to conduct enrollment and education meetings on ...Read More

Kelly is the Chief Compliance Officer & Director of Operations with Blue Rock Financial Group.

Here at Blue Rock, Kelly oversees all compliance activities of the firm as the Chief Compliance Officer, ensuring compliance with regulatory requirements, laws, policies, and procedures. As Director of Operations, Kelly manages the day-to-day activities of the company and leads coordination and integration efforts among operations and client service teams.

Kelly is also the primary contact for our 401k clients. She assists in developing and maintaining retirement plans for employers to meet the needs of their company. Kelly also meets with 401k participants to conduct enrollment and education meetings on an ongoing basis.

In her free time, Kelly enjoys spending time with her boyfriend, friends, and family, especially her nieces!

Kelly Kaqz- Transparent BG

Education

Kelly graduated from the University of Delaware in 2018. In 2019, she passed both her Life and Health Insurance Certification Exams. From 2019-2020, Kelly worked on all of the educational requirements to be eligible to sit for the CFP® examination, completing all six educational modules by April 2020. In November 2021, Kelly passed the CFP® examination.



Community

Two of Kelly’s most rewarding experiences were her service trips to Ecuador and Peru, where she volunteered helping the less fortunate gain access to proper medical attention and other basic needs and services. She plans to go an another mission trip in the future! She is also grateful to work for a company where they support several charitable organizations and emphasize the importance of giving back.