Rising Leaders


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? Who can bring clarity to my situation?

Versus previous generations, the best and brightest rising professional seek financial counseling at a much earlier stage of their life. Sometimes they are trying to emulate their parent’s financial success while others experience the lack of planning in past generations.  In either case, they understand the importance of strategically looking at their finances. There comes a point in time when they look for answers to questions they cannot answer. They search for someone with the proper experience and credentials to guide them, not a salesperson.

At this stage, questions commonly brought to us:

  • How do I balance paying off student loans while saving for the long term?
  • How do we best plan for the arrival of (more) children, and the possibility of a one income household?
  • I may want to pursue additional education. How do I pay for it, and how will I know it’s the right time?

Rising professionals come to us with these concerns and more. As a result of our process, clients reflect and rank life goals. This results in distinguishing the vital few from the trivial many, thus allowing us to counsel on what’s most important. Utilizing customized technology, Roell Capital Management guides clients through an in depth process resulting in a clear roadmap on ways to help financial goals.

Roell Capital Management designs financial plans for you to see your future with clarity and in high definition.

“That’s been one of my mantras – focus and simplicity. Simple can be harder than complex: You have to work hard to get your thinking clean to make it simple. But it’s worth it in the end because once you get there, you can move mountains.”                                          
– Steve Jobs