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, CFP® CHFC®


James Whalen, CFP®

Director of Financial Planning

Kelly Kaczmarcyzk

CCO & Client Relations Manager

Carter McClung

Financial Consultant

Michael Kelly


John Roselle

Marketing Coordinator

Click below to learn more about us.

Our Team