ABOUT US
OUR TEAM
We take a confidential, consultative approach with our clients to organize and implement strategies that also coordinate with their personal wealth management goals. Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as planning opportunities. Acting as your fiduciary, we put your needs first.
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Rob Brown, PhD, CFA
Chief Investment Officer
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Gregory Freeman
Advanced Planning Specialist
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