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OUR TEAM

Our purpose is to help nice advisors create the kind of firm and lifestyle they want. We provide an environment that supports employee personal development, engagement and joy!

VPG Family

MELANIE JOCSON Photo
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MELANIE JOCSON

Founder / President / Queen Bee

MELANIE JOCSON


Founder / President / Queen Bee

With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and Operations collide, changing the face of back office as we know it at VPG.  When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.

 TOM SHEELEY Photo
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TOM SHEELEY

Operations / IT

TOM SHEELEY


Operations / IT

"Did you try rebooting it?" When he’s not managing VPG’s internal tech team or leading our Broker Dealer service teams, Tom enjoys spending his time shooting zombies with his wife and raising his 2 sons to be well rounded little geeklings.


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CARLI LOCICERO

CARLI LOCICERO

*ring ring* “Thank you for calling, this is Carli!” As the receptionist/Executive Assistant, Carli is the voice of VPG. When she's not scheduling meetings and confirming appointments, she's running reports, wealth management plans and doing her best to make her coworkers laugh!

LUCAS CASAREZ Photo
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LUCAS CASAREZ

LUCAS CASAREZ

Lucas enjoys spending time with his wife and son.  They love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.