At Roell Capital Management, we believe that a deep relationship is a two-way street. Just as we learn and understand what makes a client unique, they naturally want to know more about us. We don't do everything, but whether it is Financial Planning, Wealth Management, or Insurance Planning - our clients feel reassured knowing they work with industry professionals who have the experience and knowledge to help meet their needs.
Beginning with comprehensive financial planning, we take our clients through a detailed process. The end result takes the guesswork out of how to manage one's finances and a relationship with a financial professional unlike what you have previously experienced. For those who are current clients of Roell Capital Management, we have conveniently provided links to a few useful websites.
Beginning with comprehensive financial planning, we take our clients through a detailed process. The end result takes the guesswork out of how to manage one's finances and a relationship with a financial professional unlike what you have previously experienced. For those who are current clients of Roell Capital Management, we have conveniently provided links to a few useful websites.
Services
Brian J. Roell
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Roell earned his Bachelor of Science in business from the Krannert School of Management at Purdue University - West Lafayette. Through the Certified Financial Planner Board of Standards, Roell has completed the necessary requirements to earn the designation of CERTIFIED FINANCIAL PLANNER and is an active member in good standing.
Brittany Wortham
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I enjoy seeing the process from start to finish. With financial guidance, you can truly see the difference it makes for clients' everyday lives and the confidence they gain from it. Preparation and correspondence. Things will always happen that are out of our control where meetings need to be canceled - sometimes meetings are pushed out due to everyone's busy schedules and availability.
Aaron Foster
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I enjoy learning about clients and the purpose behind their wealth. Meanwhile, staying informed on anything about wealth management and sharing relevant topics with others. One challenge to overcome is taking the finance out of "Financialese." I feel that explaining financial analysis and recommendations can often get away from the main point.
Rising Leaders
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It was only a few years ago this group of rising professionals earned their degree and embarked on their career. Life was simple yet exciting. One day they looked up to realize there are a lot of new things to juggle; a lot of new decisions to be made. They begin to think, who can help with these decisions?
Corporate Executives
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It is well known that a corporate executive faces distinct financial management and planning challenges. There is much to balance, both personally and professionally, during various career stages. We understand those challenges and have created a process for how to approach financial decision making.
Reviews (1)
Google User
Nov 03, 2016
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