Our Team

About Us


Blue Rock Dravo Bay is a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and businesses. Our Financial Planning Process is centered around our client’s unique goals and objectives. Our independence provides our clients access to the very best resources in the industry while delivering personal, customized service. We take time to explain the relevant detail and background regarding all planning recommendations. This understanding gives our clients the confidence and perspective to stay focused on their customized plan.

Meet The Team


Todd-Roselle

Todd Roselle, CFP®, ChFC®

Founder
James

James Whalen, CFP®

Director of Financial Planning
Kelly-Kaczmarcyzk

Kelly Kacz

CCO & Client Relations Manager
Carter-McClung

Carter McClung, CFP®

Financial Consultant
Jeffery

Jeff Kaczmarczyk, CFA®

Financial Advisor
Stache

Stache

Director of First Impressions

Click below to learn more about us.

Our Team