About Exemplar Wealth Advisors

Founder & Chief Prosperity Officer

David Rosell

David is the founder and Chief Prosperity Officer of Exemplar Wealth Advisors, formerly Rosell Wealth Management. For over 25 years, he has guided affluent individuals, families, and business owners through the intricate worlds of retirement planning, business sales, and tax minimization—helping them not just protect wealth, but live it.

An intrepid traveler and lifelong seeker of adventure, David has explored over 65 countries across six continents. These journeys continue to shape his uncommon perspective on wealth, purpose, and creating a life well-lived.

As an accomplished keynote speaker, David has inspired audiences from the Million Dollar Round Table® to Vistage Worldwide. His expertise has been featured by CNN Money, U.S. News & World Report, NBC News, FOX Business, Chicago Tribune, Yahoo Finance, and NPR. He hosts the Recession-Proof Your Retirement podcast and is the author of three engaging books that weave financial insight with captivating storytelling:

• Failure Is Not an Option
• Keep Climbing
• In The Know

David splits his time between Bend, Oregon, and Jackson, Wyoming. He finds endless inspiration in his two children, Sophie and Jack, and in adventures shared with Heather—his partner in life and travel. When not advising clients or speaking on stage, you might find him skiing, mountain biking, kayaking, writing from his RV “Bennie,” or plotting his next global expedition.

Partner

Emma James

Emma brings a rich blend of life and career experiences that infuse her work with fresh perspective and genuine curiosity.

Deeply engaged in her community, Emma is an active member of Economic Development for Central Oregon (EDCO), the Bend Chamber of Commerce, and City Club of Bend. She is a proud graduate of the Leadership Bend Class of 2023 and currently serves on the advisory board for the Small Business Development Center of COCC. Emma also volunteers with Out Central Oregon and the Humane Society of Bend.

Emma holds a degree from the University of Oregon and maintains her Series 7 Securities registration, along with state Life and Health Insurance licenses.

Originally from Corvallis, Emma moved to Bend over a decade ago with her husband, Tyler. When she’s not helping clients shape their financial futures, you’ll likely find her traveling, dancing, exploring the outdoors, or tending to her garden—often in the company of her cat, Dorian.

Client Service & Operations Coordinator

Breanna Billeter

Breanna is the heartbeat of our daily operations, ensuring both clients and advisors experience exceptional service at every turn. With a gift for anticipating needs before they arise, she keeps our processes seamless and our interactions meaningful—making her the magic behind the scenes.

Her career spans multiple industries, but the common thread has always been relationship-building and a people-first approach. Outside of work, Breanna channels her creativity and generosity into volunteering with local theater groups and church organizations. Guided by her faith, family, and community, she approaches every interaction with compassion and care.

Born and raised in Bend, OR, Breanna loves nesting at home with her husband, Joshua, and their dog. A self-proclaimed “nerd at heart,” she has a passion for comics, visual storytelling, and all things creative—whether that’s sketching, photography, theatre, or needle arts.

Business Development Coach

Christy Lawrence

Christy is our team’s go-to strategist for turning ambition into action. Her mission is simple yet powerful: forge meaningful relationships that inspire growth and prosperity—and make sure there’s fun along the way.

When she’s not coaching or brainstorming the next great sales plan, Christy enjoys paddleboarding, mountain biking, yoga, and spending time with her dog Honey and her cat Mogul.

Senior Financial Advisor, CRPS

Cody Martin

Cody blends technical expertise with a genuine, people-first approach. He specializes in guiding individuals who are actively building their wealth and in designing and managing corporate retirement plans. As one of our trusted strategic partners, Cody is a go-to resource for clients seeking clear, actionable strategies backed by both skill and care.

Before becoming a financial advisor, Cody pursued a career as a professional golfer, competing on the Sunshine Tour, European Tour, and PGA Tour Canada.

Cody holds the Series 6, 63, and 65 licenses, along with the Chartered Retirement Plans Specialist (CRPS) designation. He is an active member of the MDRT Court of the Table—and serves on the board of 5 Buckets, a nonprofit dedicated to improving financial literacy for high school students and young adults.

When not advising clients, Cody enjoys the outdoors, a good round of golf, and time spent with friends and family.