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 quality service to you, our client.

Raj Chokshi, CPA, MBA, CFP®

Raj Chokshi, CPA, MBA, CFP®

CEO and Wealth Manager

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Rachael Neil, CFP®

Rachael Neil, CFP®

Partner and Wealth Manager

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Lesley Murray

Lesley Murray

Chief Operating Officer

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Alicia Sher, CFP®

Alicia Sher, CFP®

Senior Wealth Manager

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Justin Gillette, CFP®, CPA

Justin Gillette, CFP®, CPA

Senior Wealth Manager

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Seth Adams, CFP®

Seth Adams, CFP®

Senior Wealth Planner

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James Bonton

James Bonton

Portfolio Manager

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Christina Bryant

Christina Bryant

Wealth Planner

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Sharon Brazeal

Sharon Brazeal

Client Service Associate

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Hector Montero

Hector Montero

Tax Specialist

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