Blue Rock Avenue One Is Designed With You in Mind
Blue Rock Avenue One is built to be a place where we embrace client relationships with genuine connection, and personalized financial planning services have relevance, meaning and responsiveness.
Our team is energized, agile, experienced and passionate about exceptional wealth management and retirement planning. We deliver advice to our clients that’s professional, consistent, cutting edge, tech savvy and wise … without being commonplace.
We like to think it’s refreshing. But to us, we’re just being us.
Our Story
Our story began in 2012. But it really began eight years earlier when Chris Benfer and Matt MacNeal envisioned a financial planning practice that delivers the best possible experience for clients.
They imagined a place where client relationships embrace genuine connection and personalized financial planning services have relevance and meaning and responsiveness.
Well, their dream came true.
Chris and Matt built Blue Rock Avenue One to be truly different and unique. Even now, we continue to grow and deliver the unexpected.
In 2020, longtime team members Cortney Milner and Kathleen Townsend joined Chris and Matt as Blue Rock Avenue One owners, strengthening our gender diversity, our long-term succession plan and our successful team approach to serving our clients.
Our Team
The team at Blue Rock Avenue One is energized, agile, experienced and passionate about exceptional wealth management and retirement planning. Meet them!
D. Christopher Benfer CFP®, AIF®, ChFC®
Co-Founder,
Institutional Services
Chris knows what really matters to his clients—trust, integrity and authenticity with a little fun thrown in. Many of his clients have worked with him for 25 years.
Matthew MacNeal CFP®, AIF®
Co-Founder,
Individual Services
Matt uses his deep understanding of the financial services industry combined with a detailed understanding of your goals and objectives to deliver exceptional wealth and retirement advice to you.
Cortney Milner AIF®
PARTNER,
Institutional Services
Since the beginning, Cortney has worked alongside partner Chris Benfer to expand our firm into a regional presence with high-level expertise, systems and technology that give our retirement plan clients a best-in-class experience.
Kathleen Townsend CFP®
PARTNER,
Individual Services
Kathleen loves welcoming new clients into the Blue Rock family as they transition to the firm while staying in regular contact with all our existing clients.
Kelly Law
Chief Operating Officer
From team management and financial oversight to compliance and information technology, Kelly keeps the firm humming with a steady hand.
Alex Harman
CLIENT SERVICE ASSOCIATE,
INDIVIDUAL SERVICES
Alex loves communications, public relations and making sure she provides the highest quality customer service to all our new and existing clients.
Brianna Culbertson
CLIENT SERVICE ASSOCIATE,
INSTITUTIONAL SERVICES
One of the best parts about working here for Bri is continuing her financial training while serving as administrator for the entire retirement planning team.
Emily Dearing
Relationship Manager,
INSTITUTIONAL SERVICES
Our Retirement Plan Services clients work with Emily to make sure their plans are running smoothly. Knowledgeable, energetic, and relatable, Emily often develops friendships with our clients.
RJ Zoba
Investment Specialist
Who says interns never get hired full time? RJ did, like so many of our team members, after graduating with a dual degree in finance and economics from West Chester University.
Robert B. Welch, RFC®
Financial Advisor,
Individual Services
Rob has a unique ability to connect with people, listen to their goals and translate them into actionable plans. He works extensively with clients to develop tailor-made solutions for their financial goals.
Oliver the Dog
BLUE ROCK AVENUE ONE’S MASCOT
Every financial planning firm has a furry, cuddly mascot … No? We keep telling you, we’re not your typical wealth and retirement plan management firm.
