Our Team

  • Gary Mesko

    Managing Principal

  • Valerie L'Heureux

    Operations Manager

  • Samantha Mesko

    Director of Business Development

  • Colleen Belcher

    Director of Client Services

  • Edward Behm

    Financial Advisor, LPL Financial

  • Cory Boff

    Wealth Manager

  • Laurence Iannarelli

    Private Wealth Manager

  • Bradley Ohmes

    Investment Adviser Representative, LPL Financial

  • David Quintero

    Wealth Manager

  • Tinka Quintero

    Wealth Management Assistant

  • Woody Woodward

    Investment Executive