Meet Our Team

A veteran of the financial services industry, Dave brings over 30 years of experience to developing customized retirement income and asset management strategies for individuals and businesses. After founding Colt Investment Services in...

With over 11 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...

Michelle brings 17 years of financial services industry experience to her role of Operations Manager. For the past eight years as Administrative Assistant, she has specialized in new account processing, account transfers and...

Joe joined Balance Rock in 2000. As an LPL Registered Sales Assistant with over 20 years of industry experience, he plays an integral role in the planning and implementation of client retirement and investment strategies, IT, and...

Becky brings over 20 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...

As Office Finance Manager, Kelly brings over 26 years of industry experience to the firm. While overseeing various aspects of personal management, including payroll, health insurance, and bonus accounting, Kelly manages the firm's...

As Client Services Administrator, Tracy Richard brings decades of client service experience to the firm. Since joining the Balance Rock Investment Group team, she has been responsible for a variety of tasks including account openings,...

Meg brings over a decade of client services and finance experience to the Balance Rock Investment Group team. As Client Services Administrator, she is responsible for a variety of tasks including processing account openings, closings,...