RooksDM has been a part of the South Bay Financial Partners team since 2019. They are a tech startup based out of Chicago, IL. Cofounders, Daleele and Levbert, have helped our team to increase efficiency and scale processes through customizing technology and automation. Their passion is to help professional service firms to focus on what they do best and lean on technology for administrative tasks. When they are not helping our team, the team at RooksDM loves to travel and spend time with their dogs.
