Meet Our Team

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Founder, Managing Partner and Chief Investment Officer

Jordan Grabowski, AIF®

Jordan Grabowski, AIF®

Founder, Managing Partner and Director of Private Wealth

Gregory Brodeur, CFP®

Gregory Brodeur, CFP®

Private Wealth Advisor

Mason Schreck

Mason Schreck

Private Wealth Advisor

Ryan Cosenza

Ryan Cosenza

Director of Operations

Anthony Leone, AIF®

Anthony Leone, AIF®

Director of Research and Trading

Jenna R. Zerella

Jenna R. Zerella

Director of Client Relations

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Eric Mechler, CFP®, ChFC®, AIF®, BFA™, RICP®

Founder, Managing Partner and Chief Investment Officer

Jordan Grabowski, AIF®

Jordan Grabowski, AIF®

Founder, Managing Partner and Director of Private Wealth

Gregory Brodeur, CFP®

Gregory Brodeur, CFP®

Private Wealth Advisor

Ryan Cosenza

Ryan Cosenza

Director of Operations

Anthony Leone, AIF®

Anthony Leone, AIF®

Director of Research and Trading

Jenna R. Zerella

Jenna R. Zerella

Director of Client Relations