Our Team
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Gary Mesko
Managing Principal
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Valerie L'Heureux
Operations Manager
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Samantha Mesko
Director of Business Development
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Colleen Belcher
Director of Client Services
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Edward Behm
Financial Advisor, LPL Financial
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Cory Boff
Wealth Manager
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Laurence Iannarelli
Private Wealth Manager
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Bradley Ohmes
Investment Adviser Representative, LPL Financial
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David Quintero
Wealth Manager
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Tinka Quintero
Wealth Management Assistant
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Woody Woodward
Investment Executive