An extended family of financial professionals.

An extended family of financial professionals.

Leadership

Robert Leone
Partner & CEO

Paul O’Grady
Partner & Executive Wealth Advisor

Gus Gotsis
Partner & President

Duane Mercer
CFO

Gregg Guinta
President

Derek Wilkes
Chief Compliance Officer

 Our Team

Featured
J.D. Hill, CRPC®
J.D. Hill, CRPC®

Managing Partner, Velstand Wealth

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Jacqueline Perk
Jacqueline Perk

Insurance Advisor

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Nadia Saleh
Nadia Saleh

Client Service Associate, Accurate Advisory Charlotte

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Eric Hutchby, CEPA®, CRPC®
Eric Hutchby, CEPA®, CRPC®

Managing Partner, 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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Benjamin Hare
Benjamin Hare

Insurance Advisor

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Elizabeth Szabo
Elizabeth Szabo

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Patti Parker, CFP®, CDFA®, CEP®
Patti Parker, CFP®, CDFA®, CEP®

Senior Wealth Advisor

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Dawn Steinert
Dawn Steinert

Senior Wealth Advisor

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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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TJ Storment
TJ Storment

Managing Partner, Accurate Advisory Charlotte

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Amber Koenig
Amber Koenig

Operations Manager

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Charles A. Roe, CPA
Charles A. Roe, CPA

Senior Wealth Advisor

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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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Jerry Clark
Jerry Clark

Senior Wealth Advisor

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Kenneth J. McGuire, RFC
Kenneth J. McGuire, RFC

Senior Wealth Advisor

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Eric Ling, CFP®
Eric Ling, CFP®

Senior Wealth Advisor

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Maddison Long
Maddison Long

Client Service Associate

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Ross Taylor
Ross Taylor

Senior Trader

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Brian George
Brian George

Senior Wealth Advisor

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Jill Nelson
Jill Nelson

Senior Licensing & Contracting Associate

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