BlueRock Team

Posted by Karen Emslie September 19th, 2018

Neal Owen

PRESIDENT

As the founder and president of BlueRock Wealth Management Inc., Neal takes pride in the practicality within his approach to finances.

Karen Emslie

CHIEF OPERATING OFFICER

A consummate professional with an eye for detail, Karen is the Chief Operating Officer 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.

Tony Lupo

BUSINESS DEVELOPMENT SPECIALIST

Versatile, strategic and a distinguished Business Development Specialist, Tony is BlueRock Wealth Management Inc.’s co-founder of BRM Lending and Vice President of Business Development.

Kim Furniss

DIRECTOR OF MARKETING

Vision, creativity and driven are words that come to mind when describing Kim. As the Marketing Director 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.

Sandy Coates

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.

Jeremy Nicholls, CFP

DIRECTOR OF FINANCIAL AND ESTATE PLANNING

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

Sandra Shoebridge, CHS

ASSOCIATE

A seasoned veteran of the financial world, Sandra has been working numbers since 1991. A key aspect of Sandra’s success has been her ability to specialize in the intricate details of financial planning.

Allan Minaker, CLU, CFP, CH. F.C.

ASSOCIATE

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.

Chrissy Zuniga

CLIENT SERVICE REPRESENTATIVE

Smart, sophisticated and dedicated to the professionalism in her work, Chrissy is the newest addition to Blue Rock Wealth Managements Inc.’s Group Benefits team.

Derek Wiens, CLU

ASSOCIATE

Driven and a hard working Wealth Mentor dedicated to helping others, Derek has enjoyed joining our team of Associates at Bluerock Wealth.

Chris Adams

ASSOCIATE

Capitalizing on over six years of experience at Barrington Wealth Partners as an Insurance Advisor, Chris Adams brings a wealth of knowledge and experience regarding insurance and financial issues to the BlueRock Wealth Management team.

Tina Mucin

CLIENT SERVICES REPRESENTATIVE

Tina is a strong addition to the Bluerock Client Services Team and brings to it over 15 years of business experience.