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

Patrick Harris
Chief Compliance Officer

Nate Lehoux
Chief Operating Officer

Our Team

Featured

Keith Woomer

Attorney

Scott Laihinen

Financial Consultant

Griffin Carrow

Staff Accountant

Ally Tetreault

Front Office Coordinator

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

Hovig Melkonian

Compliance Manager

Ron Piccinini

Director of Quantitative Research

Mario Johnson

Trader

Maddison Long

Client Service Associate

Ross Taylor

Senior Trader

Brian George

Senior Wealth Advisor

Robin Gant

Client Service Coordinator

Liz Lipina

Operations Manager

Kyle Lonsinger, CFP®, CIMA®

Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

Nate Helms, CFP®, CIMA®, CEPA®

Nate Helms, CFP®, CIMA®, CEPA®

Senior Wealth Advisor

Nichole Fuller

AccuratePlus Service Associate

AJ Blackstone

Wealth Advisor

Chris Julian

Director of Business Development

Maria Vail

Client Service Coordinator

Sandra Toro

Business Analytics Manager

Lisa Atanassov

Client Service Coordinator & Licensing Specialist

Jake Meier, CPA

Director of Tax Planning

Nico Leone

Insurance Advisor

Kaleb Kruse

Client Service Associate

Sue Hernandez

Client Service Associate

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