A consummate professional with an eye for detail, Karen is the Client and Advisor Services for BlueRock Wealth Management Inc. Her presence in the financial industry since 1984 has led Karen to experience success in all facets of her career.
SALES AND MARKETING
Vision, creativity and driven are words that come to mind when describing Kim. As the Sales and Marketing at BlueRock Wealth Management Inc, her keen sense of knowing which trends will catch the eye of the consumer has been an unparalleled asset for the team.
NEW BUSINESS DEVELOPMENT
Sandy is the Client Relations and HR representative at BlueRock Wealth Management Inc. since 2014. Her zest for customer satisfaction and overall client appreciation for services rendered is a driving force behind her passionate approach.
CLIENT AND ADVISOR SERVICES
Hardworking, tenacious and versatile are all words that would accurately describe Shari Leroux, BlueRock’s Client and Advisor Services. Shari will bring a strength behind the scenes that is always required in a solid financial firm like BlueRock Wealth Management.
Allan has joined BlueRock Wealth Management Inc. after years of being President of his own successful Wealth and Corporate Benefits firm. He is a great asset to our Advisor team with over 34 years of experience.
Eric brings a distinctive professional and academic background to the BlueRock Team. His academic accolades include a Bachelor’s Degree in Commerce, as well as his Investment Funds and Life Insurance accreditations.
Corrina Novotny brings a wealth of knowledge from the financial sector with her return to BlueRock Wealth Management. She offers precision and honesty in combination with 10+ years of experience as a financial advisor.
Mike joined Bluerock Corporate Benefits January 2016. He is helping to spearhead a strong service department and sales team for the ever-changing corporate benefits industry.