Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Greg McElheny AIF
Managing Partner
GMcelheny@BlueSkyPrivateWealth.com
Greg McElheny, AIF is a Managing Partner and an LPL Investment Advisor Representative with Blue Sky Wealth Management.
Joseph Di Biasi MBA
Managing Partner
jdibiasi@blueskyprivatewealth.com
Joe Di Biasi MBA is a Managing Partner and an LPL Investment Advisor Representative with Blue Sky Wealth Management. Joe has over 25 years of experience in the financial industry and is skilled in Retirement Planning, Portfolio Management
Bill Simmermon
Wealth Advisor
BSimmermon@BlueSkyPrivateWealth.com
Bill holds a certificate in Retirement Planning from the Wharton School, University of Pennsylvania and holds the series 7, 66, & LAH licenses.
Leor Getzel AIF
Wealth Advisor
LGetzel@BlueSkyPrivateWealth.com
Leor Getzel, AIF has over 15 years in the financial services industry. He has the skills, knowledge and experience required to help pursue his client's established goals.