Meet Our Team

David Milligan
President, Balance Rock Investment Group
Financial Advisor, LPL Financial

Dave brings more than 27 years experience to developing customized retirement income and asset management strategies for individuals and businesses. He has been affiliated with LPL Financial as a Financial Advisor since 1995. In 1998 he founded Colt Investment Services and in 2011 the name was changed to Balance Rock Investment Group and the firm moved to their new home on Elm Street in Pittsfield.

With Dave's guidance and oversight, Balance Rock serves a broad range of individuals, families and business owners seeking objective, unbiased advice and guidance. Dave holds his Series 7, 24, 63 and 66 securities registrations with LPL Financial as well as his Health and Life insurance license. In 2012 he earned his Professional Plan Consultant (PPC) designation which signifies a commitment to education and service in the qualified plan industry.

Dave earned his Bachelor of Business Administration from the University of Maryland. A resident of Pittsfield, MA, he is on the Finance Committee at Berkshire Place and a member of the Investment Committee of the American Liver Foundation.

When he's not working, Dave enjoys spending time with his wife Kelly, Office Finance Manager for Balance Rock, his daughters Meagan, Marissa and Aubrey, and his stepson Gregory. Dave also likes to cook, bike and hike. He's an avid runner and ran the Boston Marathon in 2009, 2011, 2013 and 2014.

Kelly Milligan
Office Finance Manager

Kelly brings 26 years of financial industry experience to her role as Office Finance Manager. Kelly oversees certain aspects of personnel management, including payroll, health insurance and bonus accounting. She also manages the firm's bookkeeping and basic accounting requirements, business continuity planning and insurance. She tracks and schedules continuing education and licensing requirements for the firm's licensed representatives.

In addition to her office management and operations responsibilities, Kelly also enjoys interacting with clients and providing assistance for qualified retirement plan participants and year-end accounting for the firm's corporate retirement plan clients.

Kelly resides in Pittsfield, MA with her husband and Balance Rock founder and president Dave Milligan and their four children; her son Gregory and step daughters Meagan, Marissa and Aubrey.

In her spare time, Kelly enjoys walking with her black Labrador, Mayo, reading, hiking, gardening, baking and spending time outdoors.

 

Jon Meczywor
LPL Financial Advisor

Jon has been with Balance Rock since 2009, Jon has over nine years of industry experience and has been an advisor for six. His focus is on retirement income planning, asset management, qualified retirement plans, and developing education savings strategies for the firm’s growing client base. Jon takes an individualized approached to each one of his clients, starting with identifying the values, priorities and goals that are most meaningful to them.

Jon attended the University of Maine and went on to earn his degree in Business Administration from Westfield State College. He holds his Series 7 and 66 securities registrations with LPL Financial and is Health and life insurance licensed. In 2012, he earned his Professional Plan Consultant Designation from Robert Morris University, allowing him to be a fiduciary on clients’ 401(k) plans. “Meczywor is now highly qualified to help customers plan, build and maintain a successful and compliant company-sponsored retirement plan,” said Sharon A. Pivirotto, Managing Partner & CEO of the Financial Services Standards, LLC. “This kind of commitment and service approach ultimately means better retirements for many employees.”

A resident of Pittsfield, MA, Jon is the acting Treasurer of Berkshire Business Builders and an active member of the Berkshire Chamber of Commerce, Berkshire Business Builders, and Berkshire Young Professionals. When he’s not working or volunteering his time in the community, he enjoys getting outdoors and enjoying the Berkshires!

Joe Potash
LPL Registered Sales Assistant

Joe joined Balance Rock in 2000. As an LPL Registered Sales Assistant with 17 years of industry experience he plays an integral role in the planning and implementation of client retirement and investment strategies, office operations, IT and account administration.

Joe prepares and presents retirement income plans for the team, recommends and helps implement year-end tax planning strategies for clients and their accountants, and is the office expert on Social Security retirement benefits. He also provides day-to-day technology support and serves as a liaison coordinating technology needs and upgrades with the firm's IT vendor.

Joe also supports the firm's financial advisors, preparing annual client portfolio and 401k plan reviews, conducting investment and product research and coordinating and tracking cost basis for client transactions. He develops model investment portfolios; and assists with the research, identification and selection of investment options and model portfolios for 401k plans.

He earned his Associates degree in Business Administration from Berkshire Community College where he graduated with a 4.0 GPA. He holds his Series 7 and 63 securities registrations with LPL Financial.

Joe lives in Pittsfield, MA, with his wife Caryn and their daughters Chloe, Molly and Lucy. He is a member of St. Mark Church where he serves as a Eucharistic Minister. When he's not multitasking at work, he multitasks outside of the office where he enjoys woodworking, snowmobiling and any type of activity that takes him outdoors.

Michelle Barbieri
Operations Manager

Michelle brings 17 years of financial services industry experience to her role of Operations Manager. For the past eight years as Administrative Assistant, she has specialized in new account processing, account transfers and distributions, implementing 401(k) plan enrollments, loans, and beneficiary changes. She provides daily follow up on contributions, maintaining current information for all active clients and sets up clients for Account View and client portal access.

In her new role, she has taken an overall responsibility of office operations, working with the team to ensure an effective and smoothly functioning, compliant environment. She oversees scheduling, regulatory audits, advertising approval, state licensing requirements, Required Minimum Distributions, and performance reviews.

Michelle frequently serves as a liaison between attorneys, accountants, and sponsor companies, obtaining information pertinent to the development and implementation of client strategies and facilitating client needs. She coordinates investment strategy modifications, account reviews and updates, executes trades and transactions as instructed by the firm's advisors.

Michelle earned her Associates degree in Liberal Arts from Berkshire Community College in 2004.

She lives in Dalton, MA and adores her three children: Brent, Makayla and Arianna.  In her spare time, she enjoys reading, spending time with her family, and traveling and the opportunities it provides to discover new people and places.

Becky Drozd
Client Relations Associate

Becky brings 16 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 support services to our administrative team. Becky assists with account processing and follow-up activities for new and existing clients. She assists in distributions, and handles monthly check receipt reports along with IRA fee reports. She takes a proactive approach to streamlining, simplifying and improving office systems and processes.

Becky has an Associate's degree in Business Administration from Berkshire Community College. She is an active volunteer at Stearns Elementary School where she is currently on the School Council. She is also a Notary Public. 

She and her husband Sean live in Pittsfield, MA with their daughters Madalyn and Jacklyn. She enjoys walking and hiking – especially with her dog Bodie, and has a great love of animals, gardening and traveling and yoga.