Broker Check

Who We Are


Our mission is to help clients feel comfortable and confident with the financial decisions they make in connection with their life goals. We help investors and families achieve their financial goals by building customized investment portfolios and delivering wealth management solutions. While upholding the highest ethical standards, we are committed to putting our clients’ needs first, delivering effective communication, and dependable results.

With a focus on simplicity, transparency, and personal attention, we work as a unified team in order to analyze the needs and circumstances of each client. We are honored to work with second- and third-generation clients who appreciate our focus on risk control, competitive returns, and advisor accessibility.

Our management team is comprised of experienced investment professionals including; Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner™ (CFP®) professional, Investment Adviser Certified Compliance Professional (IACCP®), Certified Investment Management Analyst (CIMA®), and Accredited Asset Management Specialist (AAMS®)

Portfolio Managers

Jason Lacey

Jason S. Lacey, CFP®

Portfolio Manager | Financial Planner

Scott Conger

Scott M. Conger, CIMA®, AAMS®

Portfolio Manager | Financial Planner

Client Services

Kelly S. Mesarich

Kelly S. Mesarich

Operations Manager | Portfolio Accounting Manager

Joyce C. Bielefeld

Joyce C. Bielefeld

Client Service Manager

Ann E. Volesky

Ann E. Volesky

Client Service Manager

Operations

Emily Parchim

Emily E. Parchim

Client Operations Specialist

Kayla Radecki

Kayla L. Radecki

Portfolio Manager’s Assistant | Trading Specialist

Kelly Herian

Kelly A. Herian

Client Operations Specialist