Financial Planning Consultants

Jeremy Nicholls, CFP

Financial Planning Consultant

Working within the financial planning industry since 1999, Jeremy brings a depth of planning experience to BlueRock’s clients.

Andrew Dobson, CFP, CIM, FCSI

Financial Planning Consultant

Andrew and Objective Financial Partners collaborate with BlueRock Wealth Management advisors to deliver financial plans to BlueRock clients.

Bold David Kere, PFP, CFDS, CKA

Financial Planning Consultant

Bold Kéré specializes in retirement, tax, and estate planning. He likes to keep people and their values at the core of his comprehensive approach to planning.

Request an Appointment