Meet the Team
Meet the Team
We are experienced professionals who are passionate helping our clients live the life they always imagined in retirement.
We look forward to meeting you!
Sincerely,
David, Rodney, & Emma
David Rosell
Founder & Chief Prosperity Officer
David@RosellWealthManagement.com
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...
Rodney Cook II, CFP®
Director of Financial Planning
Rodney@RosellWealthManagement.com
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...
Emma James
Wealth Coordinator
Emma@RosellWealthManagement.com
Emma is the Wealth Coordinator for our 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...
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...
Chris Finefrock, MBA, CFP®
Chris Finefrock is the Vice President of Financial Planning for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage...
Caleb Nitz, CFP®
Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility includes working with existing and potential Member Firms to integrate Valmark’s unique tools,...
Michael Michlitsch, MBA, CRPC®
MICHAEL MICHLITSCH, MBA, CRPC® As the VP of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael Michlitsch is responsible for integrating strategies and solutions for in force life insurance business....