The Bluerock Team

United by a common vision, Bluerock was established to offer analytical, in-depth, customized wealth management services to benefit our clients. Bluerock has assembled a team of highly qualified and credentialed professionals each tasked with one overarching goal, to provide the highest level of service to you, our client.

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Client Service Specialist

Agustin Vega Client Service Specialist Agustin earned his bachelor’s degree in Political Economy from Antioch BBC and brings over 16 years of experience to Bluerock. Prior to joining Bluerock, Agustin was a Senior Wealth Service Specialist at Truist Wealth Management for over five years, where he managed over 100 client relationships and handled administrative elements…

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Operations Associate

Christie Matte Operations Associate Christie Matte is our Operations Associate at Bluerock Wealth Management, not only welcoming our clients in person or on the phone, but also managing communications and events. “I was a founding partner and V.P. of Operations for Max Advertising, an agency that handled creative for some of the top financial companies…

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Hector Montero, CPA, CGMA® Tax Specialist Hector Montero is a Tax Specialist at Bluerock Wealth Management. He is a Certified Public Accountant and Chartered Global Management Accountant. He has worked in Audit, Accounting, Marketing, and Finance at various Fortune 500 companies. “My experience has honed my attention to detail and analysis skills, which are essential…

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Financial Planner

Amanda Standard, CFP® Financial Planner Amanda is a Financial Planner for Bluerock Wealth Management. She works closely with operations and advisors to gather information, present financial plans and implement strategies for clients. “I fell in love with the industry by seeing how financial planning can make a huge impact in a client’s life. I saw…

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Portfolio Manager

James Bonton Portfolio Manager As Portfolio Manager for Bluerock Wealth Management, James has worked to become a subject matter expert on all of the firm’s financial systems to support staff with portfolio management and reporting. With over fifteen years of experience, James is well-versed in these areas. “I am always striving to learn all I…

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Senior Financial Planner

Seth Adams, CFP® Senior Financial Planner Seth is a Senior Financial Planner for Bluerock Wealth Management, and he comes to Bluerock with 20 years in the financial services industry. Seth began his financial planning career working behind the scenes with case development and implementation. He started working in a client facing role a decade ago.…

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Justin Gillette, CFP®, CPA Director Justin is a Director at Bluerock Wealth Management, where he develops long-lasting relationships while advising clients through the many facets of their financial lives. Prior to joining Bluerock, Justin worked at a large regional accounting firm as a member of its tax practice and then transitioned over to wealth management…

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Wealth Manager

Alicia Sher, CFP® Wealth Manager As a Wealth Manager for Bluerock Wealth Management, Alicia Sher is focused on providing a high level of service, developing long-lasting relationships, and continuously building her knowledge of the wealth management industry to guide clients in making good financial decisions. “I think the art of listening is an underrated skill,…

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Chief Operating Officer/Chief Compliance Officer

Lesley Murray Chief Operating Officer/Chief Compliance Officer Lesley Murray is the Chief Operating Officer and Chief Compliance Officer for Bluerock Wealth Management. Lesley is responsible for creating operational processes that enable our team to provide a high level of service, as well as managing the firm’s compliance with regulations and ethical standards. “Operations and Compliance…

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Partner and Wealth Manager

Rachael Neil, CFP® Partner and Wealth Manager Rachael Neil is a Partner and Wealth Manager for Bluerock Wealth Management. As one of the firm’s owners, Rachael executes the vision of Bluerock. With 20 years of experience in wealth management, she has worked in every aspect of finance, from operations to compliance to client relationships to…

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CEO and Wealth Manager

Raj Chokshi, CPA, MBA, CFP® CEO and Wealth Manager Raj Chokshi is Chief Executive Officer and Wealth Manager of Bluerock Wealth Management. He is a Certified Public Accountant and started his career at an elite global accounting firm. Over 20 years ago, Raj founded his own wealth management firm based on what he saw as…

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