Broker Check

Meet the Team

Meet the Team

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

Take a moment to learn more about us.

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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Ron Ware, JD, CFP®

Personal Legacy Advisor

Ron Ware is the firm's Personal Legacy Advisor and educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s...

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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 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...

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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,...
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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....

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