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
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Gregory Freeman
Advanced Planning Specialist
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
John C. Pastore, Jr., CRPC®
Senior Vice President