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Meet The Team

Joe Walsh Jr.

Founder, CEO & Wealth Advisor

Joe Walsh III

Wealth Advisor

Michael Walsh

Wealth Advisor

Tom Walsh

Wealth Advisor

Patricia Musachio

Patricia Musachio

Wealth Advisor

Arminta McKelvey

Associate Advisor

Kelly Holleran

Client Relationship Manager

Taylor Gilchrist

Client Relationship Manager

Hunter Smith

Client Relationship Manager

Krystle Corbitt

Operations Manager

Iris Peraza

Administrative Assistant

Christine Kosman

Administrative Assistant

Erin Cooper

Administrative Assistant

Jillian Grzywa

Administrative Assistant

Janet Pasaye

Administrative Assistant