Jeffrey Palleschi is a CFP® professional with nine years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Buckingham Strategic Wealth, LifePlan Financial Advisory Group, Baron Wealth Management, and Plante Moran Financial Advisors. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Keith Barr is a CFP®, ChFC®, and holds a Series 63 license with 16 years of industry experience. He currently works at The Colony Group, LLC and previously spent 19 years at Lifeplan Financial Advisory Group, LLC, followed by a year at Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds, while offering access to a range of financial planning, retirement plan consulting, and business management services.

Catherine Gearig is a CFP® with 16 years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and LifePlan Financial Advisory Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates both active and passive strategies along with access to private and registered pooled vehicles.