Broker Check

Our Team

David Rosell

Founder & President

As a recipient of the Certificate in Retirement Planning from the Wharton School of Business, David knows how to apply his years of training, education and professional success. He is the financial columnist for the Cascade Business...

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Rodney Cook II, CFP®

Director of Financial Planning

Rodney is the firm's Director of Financial Planning. He is a Certified Financial Planner™ with his series 7, 66 and holds both life and health insurance licenses. After receiving his Bachelor degree in business administration...

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Devynn Carter

Director of Operations

Devynn is the firm's Director of Operations and is currently working to complete her FINRA exams Series 6 and 63 and life insurance license in the state of Oregon...

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Strategic Alliance Partners

Michael McClary,

Michael McClary is the Chief Investment Officer and founder of the TOPS Exchange Traded Funds (ETF) portfolios that many of our clients have implemented in their portfolios. His primary responsibility is coordinating all investment man
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Chris Finefrock,

Chris Finefrock is a member of our ValMark Broker Dealer team. Chris works closely with David in developing RISK Blueprints™ and assisting our clients in developing a unique process around retirement income planning. Chris is a graduat
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Caleb Nitz,

Caleb Nitz is also a member of our ValMark Broker Dealer team. Caleb assists our clients in developing custom solutions for their complex life insurance and financial planning needs. Caleb is a graduate of The University of Akron with
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