Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Optio Wealth Management Group
Team photo for Optio Wealth Management Group

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Our advisors

Advisor photo for Andrew Meegan

Andrew Meegan

APMA®

Financial Advisor

Learn more about Andrew Meegan Visit Andrew Meegan's website
Advisor photo for Daniel D'Agata

Daniel D'Agata

CFP®

Private Wealth Advisor

Managing Director
Learn more about Daniel D'Agata Visit Daniel D'Agata's website
Advisor photo for Daniel Hall

Daniel Hall

APMA®, CRPC

Financial Advisor

Managing Director
Learn more about Daniel Hall Visit Daniel Hall's website


Our team

Michael Mulrooney

Michael Mulrooney

Registered Client Service Associate

Teresa Brisson

Teresa Brisson

Registered Operations Leader

Jeremy L Noessel

Jeremy L Noessel

Registered Client Service Associate