Broker Check

Our Team

Meet the Team

Our experienced professionals are passionate about wealth management and making it approachable and fun.

Take a moment to learn more about us.

We hope to talk with you soon!

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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Emma James

Client Services Manager

Emma is the Client Services Manager and oversees the operations of the firm. A native Oregonian, she graduated from the University of Oregon with a double bachelor’s degree in international studies and Spanish. Emma comes from a...

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Strategic Alliance Partners

Michael McClary, MBA

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...

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Chris Finefrock, MBA, CFP®

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...

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Pam Bancsi, JD, CFP®

Pam Bancsi is the Vice President of Life Settlements for our partner, Valmark Financial Group. In her role, she is responsible for all aspects of sales, operations, education, and marketing for Valmark’s life settlements business...

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Caleb Nitz, CFP®

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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