Meet the Executive Members of the Aureum Team who collaborate with clients to design investment strategies tailored to meet their unique financial goals.
Aureum Financial Advisory Team
Tax Advisory Team

Thomas Quealy
Chief Executive Officer
Partner

Lou Fuoco, CPA,CEPA, CVB
Director

Cory Lyon
Chief Operating Officer
Partner

Paul Wieseneck
Tax and Accounting Consultant

Patrick Quealy, MBA
Research Analyst

Susan Kaplan
Director of Administration
