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 News and has been featured in two of the financial industrys leading publications, Financial Advisor and Financial Planning magazine as well as such national media outlets as Fox Business, Chicago Tribune, Yahoo! Finance, CNN Money, MSN Business, US News & World Report and NPR.

David is also a sought-after speaker who has addressed international audiences including the Million Dollar Round Table®. His company, Rosell Wealth Management, was a select finalist in 2008 for the management of the $500,000,000 Oregon 529 College Fund. David has served as Chairman of the Board of the Bend Chamber of Commerce and is the Past President of the City Club of Central Oregon and Toastmasters of Bend.

In his free time, David enjoys skiing & snowboarding, mountain biking, stand-up paddle boarding, gardening and spending time with his two children.

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.

Devynn comes to us from Lawrence, Kansas. After receiving her Bachelor Degree from the University of Kansas in 2010, she began her career in the financial industry, and was eventually recruited by Peoples Bank where she became the youngest Branch Manager in company history.

Devynn is responsible for our firm's client account management, operations, compliance, social media and public relations.

On a personal note, Devynn enjoys spending time outdoors with her partner, Zach, and their dog, Forest. She is passionate about skiing, hiking, kayaking, camping, and music.

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 from Linfield College in McMinnville Oregon, he continued his pursuit of higher education at Warner Pacific College in Portland Oregon where he received his Masters in Management and Organizational Leadership. Rodney has displayed his skills and passion for working in the financial service field, as a JPMorgan Chase, Private Client Investment Advisor.

Rodney and his family love outdoors sports including, hiking, trail running, biking, softball, stand-up paddle boarding and snowboarding. When they are inside they are typically taking or teaching Crossfit style workouts.

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 management solutions. Michael is a graduate of the University of Akron with a BSBA in Financial Services and a MBA in Finance. He has his FINRA series 7, 24 and 66 securities registrations.

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 graduate of The University of Akron with an MBA in Finance and holds the CFP® designation as well as FINRA Series 7 and 24 registrations.

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 a degree in finance and holds a Certified Financial Planner® designation as well as FINRA series 7 and 24 securities registrations. In his free time Caleb enjoys skiing, bicycling and volunteering with his wife, Hannah.