Meet Our Team
Becky Drozd
Client Service Associate
Becky brings over 25 years of client service experience to her role as Client Service 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...
Dave Milligan, PPC
Founder
413.443.3589
A veteran of the financial services industry, Dave brings over 37 years of experience to developing customized retirement income and asset management strategies for individuals and businesses. After founding Colt Investment Services in...
Joe Potash, RICP ®
Wealth Associate
Joe joined Balance Rock in 2000. As a Wealth Associate 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...
Jonathan Meczywor, PPC
Partner
413.443.3589
With over 18 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...
Lia Palermo
Client Service Associate
413-443-3589
Lia brings over a decade of administrative, managerial, and client services experience to the Balance Rock Investment Group team. As Client Service Associate, Lia provides support on administrative tasks and client management...
Mary Calton
Administrative Assistant
413-443-3589
Mary brings over 12 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...
Megan Geary
Director of Client Relations
413-443-3589
Meg brings over a decade of client services and finance experience to the Balance Rock Investment Group team. As Director of Client Relations, she is responsible for a variety of tasks including processing account openings,...
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...