An extended family of financial professionals.

An extended family of financial professionals.

Leadership

Robert Leone
Founder & CTFA

Paul O’Grady
Founder & Chief Investment Officer

Gus Gotsis
Founder & CEO

Duane Mercer
CFO

Gregg Guinta
President

Derek Wilkes
Chief Compliance Officer

Nate Lehoux
Chief Operating Officer

Our Team

Featured

Dominick Surace

Analyst I

Jessica Cervinka

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®

Patty M. Breeze, CLU, CFP®

Senior Wealth Advisor, President - Breeze Financial LLC

Eric Ling, CFP®

Eric Ling, CFP®

Senior Wealth Advisor

Rebecca Adamson

Rebecca Adamson

AccuratePlus Service Associate

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

AJ Blackstone

Wealth Advisor

Chris Julian

Director of Business Development

Maria Vail

Client Service Coordinator

Sandra Toro

Business Analytics Manager

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