Meet Our Team
Dave Milligan
President
413.443.3589
A veteran of the financial services industry, Dave brings over 35 years of experience to developing customized retirement income and asset management strategies for individuals and businesses. After founding Colt Investment Services in...
Jonathan Meczywor, PPC
Vice President - Partner
413.443.3589
With over 17 years of industry experience, Jon has been an advisor with Balance Rock since 2008. He specializes in retirement income planning, asset management, qualified retirement plans, and developing education savings strategies...
Joe Potash, RICP ®
LPL Registered Sales Assistant
Joe joined Balance Rock in 2000. As an LPL Registered Sales Assistant with over 25 years of industry experience, he plays an integral role in the planning and implementation of client retirement and investment strategies, IT, and...
Michelle Barbieri
Operations Manager
413.443.3589
Michelle brings over 25 years of financial services industry experience to her role as Operations Manager.She is responsible for overseeing all office operations, personnel management, including hiring and training and employee reviews...
Kelly Milligan
Office Finance Manager
As Office Finance Manager, Kelly brings over 30 years of industry experience to the firm. While overseeing various aspects of personnel management, including payroll, health insurance, and bonus accounting, Kelly manages the firm's...
Becky Drozd
Client Relations Associate
Becky brings over 25 years of client service experience to her role as Client Relations Associate at Balance Rock. In addition to providing our clients with a friendly greeting when they call or welcoming them to our office, she provides...
Megan Geary
Senior Client Services Administrator
413-443-3589
Meg brings over a decade of client services and finance experience to the Balance Rock Investment Group team. As Senior Client Services Administrator, she is responsible for a variety of tasks including processing account openings,...
Lia Palermo
Client Service Administrator
413-443-3589
Lia brings over a decade of administrative, managerial, and client services experience to the Balance Rock Investment Group team. As Client Services Administrator, Lia provides support on administrative tasks and client management...
Mary Calton
Administrative Assistant
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Mary brings over eight years of experience in administrative and client services to the Balance Rock Investment Group team. A remote worker, she is part of LPL Business Solutions, a service that provides industry-trained LPL...