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
Nadia Saleh
Nadia Saleh

Client Service Associate, Accurate Advisory Charlotte

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Naomi Hinds
Naomi Hinds

Finance & Operations Coordinator

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Beth Rooney
Beth Rooney

Director of PPLI

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Rebecca Adamson
Rebecca Adamson

AccuratePlus Service Associate

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Elizabeth Szabo
Elizabeth Szabo

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Maxwell Azzarelli
Maxwell Azzarelli

Wealth Advisor

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Nicole Hunter
Nicole Hunter

Front Desk Coordinator

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Lou Piniella Jr.
Lou Piniella Jr.

Client Relationship Manager

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Amber Koenig
Amber Koenig

Operations Manager

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Samantha Gyeszat
Samantha Gyeszat

Trader

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Keith Woomer
Keith Woomer

Attorney

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Scott Laihinen
Scott Laihinen

Financial Consultant

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Griffin Carrow
Griffin Carrow

Staff Accountant

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Ally Tetreault
Ally Tetreault

AccuratePlus Service Associate

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Carole Fetterman
Carole Fetterman

Client Services

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Jill Nelson
Jill Nelson

Senior Licensing & Contracting Associate

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Chris Julian
Chris Julian

Director of Business Development

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Maria Vail
Maria Vail

Client Service Coordinator

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Sandra Toro
Sandra Toro

Business Analytics Manager

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Jake Meier, CPA
Jake Meier, CPA

Director of Tax Planning

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Nico Leone
Nico Leone

Insurance Advisor

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Gavin Kruse
Gavin Kruse

Client Service Associate

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Joelle Woodroffe
Joelle Woodroffe

Senior Trust Administrator

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Sheri Dermangian
Sheri Dermangian

Director of Advisor Services

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Jillian Daneau
Jillian Daneau

Paralegal

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Katherine Cullaro
Katherine Cullaro

VP of Operations

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Matt Corley
Matt Corley

CPA

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Alisha Cefarelli
Alisha Cefarelli

AccuratePlus Service Manager

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Mark Belanian
Mark Belanian

Director of Trading Operations

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Griffin Guinta
Griffin Guinta

Director of Advisor Relations

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