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Our Team

Dave Milligan, PPC

Dave Milligan, PPC

Founder

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Jonathan Meczywor, PPC

Jonathan Meczywor, PPC

Partner

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Joe Potash, RICP<sup>&#174;</sup>

Joe Potash, RICP®

Wealth Associate

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Michelle Barbieri

Michelle Barbieri

Operations Manager

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Becky Drozd

Becky Drozd

Client Service Associate

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Megan Geary

Megan Geary

Director of Client Relations

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Lia Palermo

Lia Palermo

Client Service Associate

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Adam Schnopp

Adam Schnopp

Paraplanner

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As you plan for your financial future, it is important to seek out guidance you can respect.

We invite you to discuss how our experience, knowledge and independence can help you gain confidence in your financial future. Please call us at your convenience at 413.442.8190 to schedule a no-obligation consultation.

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