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

Schedule a complimentary conversation with one of our advisors today.