OUR TEAM
Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.
Cassidy C. King, CRPC®
Financial Planner
Julianne Rotondo
Client Service Representative
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.