Broker Check

Meet the Team

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

(541) 385-8831

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...

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Rodney Cook II, CFP®

Partner - Director of Financial Planning

(541) 385-8831

Rodney@RosellWealthManagement.com

Rodney Cook is an accomplished Certified Financial Planner™, Partner, and Director of Financial Planning at Rosell Wealth Management. With exceptional skill and unwavering passion, Rodney assists affluent individuals and business...

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Emma James

Wealth Coordinator

(541) 385-8831

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...

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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification
requirements.