We are a professional family taking care of individuals, families and their affiliated businesses.

Blue Ocean Capital is an independent, fee-only, Wealth Management practice, specializing in Investment Management, Multi-Family Office Administration, and Financial, Tax and Estate Planning. Founded in 1997 out of a traditional CPA firm practice, our team consists of a tenured group of licensed investment professionals, Certified Public Accountants and Certified Financial Planners^® who collectively serve a select group of high-net-worth individuals, families and their affiliated businesses.

The idea that wealth may only be measured in dollars often leads people astray. True wealth is about having as many choices as possible throughout your life-made possible through practicing constructive habits, living within your means, and giving generously with gratitude.”

Mark Elhilow

Co-Founder and Managing Principal

What We Do

Creation of Value Through Objective Advice and Stewardship

We take a genuinely personal interest in reducing the inherent complexities of financial advice and wealth management strategies into understandable solutions. Our approach delivers completely objective, fundamentally grounded and disciplined recommendations with the utmost clarity and confidence. We act as trusted stewards in both implementing and managing customized plans, ensuring every step is handled with precision, care and personalized attention.

Our Services

Mark Elhilow, CPA, PFS^™,
Co-Founder & Managing Principal

Greg Smith, CPA,
Co-Founder & Principal

Colleen DeWoody Bracci, CPA,
Principal

Marilyn Rash, CPA,
Principal

James Johnson, CPA, CFP^®, CFS^®,
Sr. Financial Advisor & Director of Investment Operations

Hillary Knotts, CPA, CFP^®,
Financial Advisor & Chief Compliance Officer

Bethany Evans, CPA, CFP^®,
Financial Advisor & Director of Firm Operations

Michelle Faivre, CPA,
Director of Tax Services

Laura Teter, CPA,
Real Estate & Multi-State Tax Consultant

Cindy Reppel,
Business Tax Specialist

Susan Murray,
Individual & Fiduciary Tax Specialist

Mary Ward,
Controller

Roxanne Ertle,
Investment Operations Specialist

Mary Jo Hedrick,
Family Office Liaison & Executive Assistant

Nancy Fersko,
Family Office Administrator

Hector Llanes,
Real Estate & Family Office Administrator

Ann Harrigan,
Administrative Assistant

Ava Rash,
Client Services & Technology Associate

Our Team

A Dedicated Team of Highly Tenured and Experienced Professionals

At the heart of our firm is a team of dedicated professionals who share a passion for helping clients achieve clarity, confidence, and lasting success in their financial lives. Each team member brings unique expertise, diverse perspectives, and a steadfast commitment to delivering objective, thoughtful guidance. Together, we combine technical skill with personal care, ensuring every client receives solutions tailored to their goals and the highest level of service.

Meet the Team

Contact

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