An extended family of financial professionals.

An extended family of financial professionals.

Leadership

Robert Leone
Partner & Chief Trust Officer

Paul O’Grady
Partner & Executive Wealth Advisor

Gus Gotsis
Partner & CEO

Duane Mercer
CFO

Derek Wilkes
Chief Compliance Officer

Nate Lehoux
Chief Operating Officer

Trish Lehoux
Chief of Staff

Gregg Guinta
President

Our Team

Featured

Rebecca Adamson

Rebecca Adamson

AccuratePlus Service Associate

Benjamin Hare

Elizabeth Szabo

Elizabeth Szabo

Patti Parker

Senior Wealth Advisor

Dawn Steinert

Senior Wealth Advisor

Maxwell Azzarelli

Maxwell Azzarelli

Wealth Advisor

Nicole Hunter

Front Desk Coordinator

Lou Piniella Jr.

Lou Piniella Jr.

Client Relationship Manager

TJ Storment

Wealth Advisor

Amber Koenig

Operations Manager

Charles A. Roe, CPA

Senior Wealth Advisor

Samantha Gyeszat

Trader

Keith Woomer

Attorney

Scott Laihinen

Financial Consultant

Griffin Carrow

Staff Accountant

Ally Tetreault

AccuratePlus Service Associate

Carole Fetterman

Carole Fetterman

Client Service Coordinator

Jerry Clark

Senior Wealth Advisor

Kenneth J. McGuire, RFC

Senior Wealth Advisor

Patty M. Breeze, CLU, CFP®

Senior Wealth Advisor, President - Breeze Financial LLC

Eric Ling, CFP®

Eric Ling, CFP®

Senior Wealth Advisor

Maddison Long

Client Service Associate

Ross Taylor

Senior Trader

Brian George

Senior Wealth Advisor

Robin Gant

Client Service Coordinator

Kyle Lonsinger, CFP®, CIMA®

Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

Nate Helms, CFP®, CIMA®, CEPA®

Nate Helms, CFP®, CIMA®, CEPA®

Senior Wealth Advisor

Chris Julian

Director of Business Development

Maria Vail

Client Service Coordinator

Sandra Toro

Business Analytics Manager

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