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.

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Cassidy C. King, CRPC®

Financial Planner

Julianne Rotondo

Client Service Representative

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Rob Brown, PhD, CFA

Chief Investment Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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John C. Pastore, Jr., CRPC®

Senior Vice President