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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Raj Chokshi, CPA, MBA, CFP®

CEO and Wealth Manager

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Rachael Neil, CFP®

Partner and Wealth Manager

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Lesley Murray

Chief Operating Officer/Chief Compliance Officer

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Alicia Sher, CFP®

Wealth Manager

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Lesley Murray

Chief Operating Officer/Chief Compliance Officer

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Alicia Sher, CFP®

Wealth Manager

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Justin Gillette, CFP®, CPA

Director

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James Bonton

Portfolio Manager

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Justin Gillette, CFP®, CPA

Director

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James Bonton

Portfolio Manager

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Seth Adams, CFP®

Senior Financial Planner

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Amanda Standard, CFP®

Financial Planner

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Seth Adams, CFP®

Senior Financial Planner

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Amanda Standard, CFP®

Financial Planner

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Agustin Vega

Client Service Specialist

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Hector Montero, CPA, CGMA

Tax Specialist

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Christie Matte

Operations Associate

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Christie Matte

Operations Associate

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