Our Team

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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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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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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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Amanda Standard 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 that…

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Mary Tortorici Operations Associate Mary is our Operations Associate at Bluerock Wealth Management. She is responsible for fielding client questions, providing account updates, managing data, and helping to facilitate transactions. Due to her knowledge of personal income taxes, she is a valuable asset in that area as well. Mary has worked with Raj before, during…

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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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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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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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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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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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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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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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