Meet Our Team
Dave Milligan, PPC
President
413.443.3589
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...
Jonathan Meczywor, PPC
Vice President - Partner
413.443.3589
With over 15 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
Michelle Barbieri
Operations Manager
413.443.3589
Michelle brings over 23 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
Becky Drozd
Client Relations Associate
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...
Megan Geary
Senior Client Services Administrator
413-443-3589
Mary Calton
Administrative Assistant
413-443-3589
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...