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

Naomi Hinds

Finance & Operations Coordinator

Beth Rooney

Director of PPLI

Rebecca Adamson

Rebecca Adamson

AccuratePlus Service Associate

Elizabeth Szabo

Elizabeth Szabo

Maxwell Azzarelli

Maxwell Azzarelli

Wealth Advisor

Nicole Hunter

Front Desk Coordinator

Lou Piniella Jr.

Lou Piniella Jr.

Client Relationship Manager

Amber Koenig

Operations Manager

Samantha Gyeszat

Trader

Keith Woomer

Attorney

Scott Laihinen

Financial Consultant

Griffin Carrow

Staff Accountant

Ally Tetreault

AccuratePlus Service Associate

Carole Fetterman

Carole Fetterman

Client Services

Robin Gant

Client Service Coordinator

Chris Julian

Director of Business Development

Maria Vail

Client Service Coordinator

Sandra Toro

Business Analytics Manager

Jake Meier, CPA

Director of Tax Planning

Nico Leone

Insurance Advisor

Gavin Kruse

Client Service Associate

Joelle Giudice

Senior Trust Administrator

Sheri Dermangian

Director of Advisor Services

Jillian Daneau

Paralegal

Katherine Cullaro

VP of Operations

Matt Corley

CPA

Alisha Cefarelli

AccuratePlus Service Manager

Mark Belanian

Director of Trading Operations

Griffin Guinta

Director of Advisor Relations

Schedule a complimentary conversation with one of our advisors today.

Schedule a call