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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

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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.

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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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MINDY SCHULTZ

MINDY SCHULTZ

Mindy Schultz has a bachelor's degree in Business Administration from the University of California, Riverside. As a mother of 2 adult children, she now spends most of her time working, community building, and volunteering on the boards of various organizations. She has a long time love of art, nature, and crafts. She's been an instructor for various programs using her skills as a black belt in karate and fiber enthusiast. She has worked for VPG since the spring of 2021.

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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.