Brian J. Roell
CFP®, CLU®, CPWA® – FOUNDER
Brian J. Roell is the owner & founder of Roell Capital Management. He founded the company in 2006 and has been in the financial service industry since 2001.
John Trepanier
Director of Financial Planning
What I enjoy most is seeing the impact of our work—when clients express their appreciation and feel confident in their ability…
Craig Walkner
Administrative Assistant
I’ve always found great fulfillment in watching clients reach their financial goals and take pride in being part of a dedicated team...
