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OUR TEAM

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 King Headshot

Cassidy C. King, CRPC®

Financial Planner

Julianne Rotondo Headshot

Julianne Rotondo

Client Service Representative

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

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