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<sup>®</sup>

Raj Chokshi, CPA, MBA, CFP®

CEO and Wealth Manager

Learn More
Rachael Neil, CFP<sup>®</sup>

Rachael Neil, CFP®

Partner and Wealth Manager

Learn More
Alicia Sher, CFP<sup>®</sup>

Alicia Sher, CFP®

Partner and Wealth Manager

Learn More
Lesley Murray

Lesley Murray

Chief Operating Officer

Learn More
Justin Gillette, CFP<sup>®</sup>, CPA

Justin Gillette, CFP®, CPA

Senior Wealth Manager

Learn More
Anthony D. Criscuolo, CFP<sup>®</sup>

Anthony D. Criscuolo, CFP®

Senior Wealth Manager

Learn More
James Bonton

James Bonton

Portfolio Manager

Learn More
Carol Ann Thomason

Carol Ann Thomason

Client Service Coordinator

Learn More