Rehoboth Beach
37458 Oyster House Rd
Rehoboth Beach, DE 19971
Blue Rock Financial Group Has Joined AlphaCore Wealth Advisory.
Blue Rock Financial Group is now part of AlphaCore Wealth Advisory, bringing together the Blue Rock team and the relationships clients know with the expanded resources and capabilities of AlphaCore Wealth Advisory.
Your Wealth Deserves a Financial Plan
AlphaCore Wealth Advisory takes an integrated planning approach, helping you consider investments, tax, retirement, estate, and legacy priorities as part of a broader financial picture.
As Your wealth evolves, your financial plan should evolve with it.
Services
The Advice You Know, With More Resources Behind It.
Blue Rock’s longstanding focus on business owners, pre-retirees and retirees, and executives and professionals continues as part of AlphaCore Wealth Advisory. Clients will continue working with the team they know, now supported by broader planning, investment, tax, research, and specialist resources.
For those with $2M+ saved, focused on tax efficiency, and legacy.
Planning for the business and
the life built around it.
Vision
Meet the team
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Kelly Wilson, CFP®, CRPS®
Manager, Retirement Plans
Kelly Wilson is Manager of Retirement Plans at AlphaCore Wealth Advisory, specializing in retirement plan consulting and participant education. She has worked in financial services since 2018, helping employers and employees navigate workplace retirement programs. Kelly holds a B.S. from the University of Delaware and the CFP® and CRPS® designations.
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Delaney Argo, FPQP®
Client Service & Operations Specialist
Delaney Argo is a Client Service Associate at AlphaCore Wealth Advisory, joining the firm through its partnership with Blue Rock Financial Group. Previously, she worked as a Relationship Banker at Bank of America, providing account services and building relationships with high net worth clients. She holds a B.A. in Spanish from the University of Delaware and the FPQP® designation.
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Justin Bennitt
Wealth Advisor
Justin Bennitt has over 30 years of experience in asset management, including senior research and portfolio management roles at Brandywine Global Investment Management. He also managed the Montchanin Value Fund from 2005 to 2010, delivering strong long-term performance. He later returned to Brandywine as a senior analyst and co-portfolio manager overseeing micro, small, and smid cap equity strategies. He holds a B.A. in Economics from Hobart and William Smith Colleges.
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Abbie Lobley, SPHR®
Payroll & Benefits Specialist
Abbie Lobley is a Human Resources professional with over 20 years of experience in strategic HR leadership, talent development, employee engagement, and organizational development. She holds an M.S. in Human Resource Management from Wilmington University, a B.A. from the University of Delaware.
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Todd Roselle, CFP®, ChFC®
Managing Director, Partner
Todd Roselle is a Managing Director and Partner at AlphaCore Wealth Advisory with more than 20 years of experience in financial planning and wealth management. Previously, he founded Blue Rock Financial Group, where he served as President. Todd is a CFP® professional and ChFC® designee
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Carter McClung, CFP®, CSLP®
Senior Wealth Advisor
Carter McClung is a Senior Wealth Advisor at AlphaCore Wealth Advisory, specializing in comprehensive financial planning and tax strategies for high net worth individuals and families. Previously, he served as Director of Financial Planning at Blue Rock Financial Group, leading the development of its financial planners and advising complex clients. He holds two B.S. degrees from the University of Delaware and the CFP® and CSLP® designations, having advised on more than $40 million in student debt.
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Chris Owens, CFP®
Wealth Advisor
Chris Owens, CFP®, is a Wealth Advisor at AlphaCore Wealth Advisory, joining the firm through its merger with Blue Rock Financial Group. He brings nearly 20 years of financial services experience and previously served as a financial planner at Blue Rock, developing customized investment and planning strategies. He holds a B.A., M.B.A., and CFP® designation.
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Dawn Mitchell
Client Service & Operations Specialist
Dawn is a Client Service & Operations Specialist at AlphaCore Wealth Advisory, joining the firm through its merger with Blue Rock Financial Group. She brings more than 30 years of experience in banking and financial services, with a focus on client service and operations. She holds a B.A. from the University of Delaware and completed the CFP® Certification Professional Education Program in 2024.
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Melanie Husni
Manager, Marketing & Strategy
Melanie Husni is Manager of Marketing & Strategy at AlphaCore, specializing in brand development, digital marketing, CRM strategy, and content creation. Previously, she served as Brand & Marketing Manager at Blue Rock Financial Group, where she built the firm’s marketing function and led campaigns and events, including DBOS, which attracted 200+ attendees and raised $10,000 for a local children’s charity. She holds a B.F.A. from the University of Delaware.
A Community Built Around Your Wealth
What You Can Expect as a Client of AlphaCore Wealth Advisory
As a new AlphaCore client, you become part of a community designed to support more than your portfolio. Our goal is to surround you with the people, ideas, and resources that may help you make informed decisions about your finances and long-term planning.
Office Locations
You can still find us right next to the Christina River in beautiful historic Wilmington, Delaware or at our location in Rehoboth Beach.
Contact us at (302) PLANNER.
Wilmington
112 S. French Street Suite 105A
Wilmington, DE 19801
Contact Us