Our Team
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Becca Zophin
Chief Marketing Officer
Derek Chesley
Case Design Specialist
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr., CRPC®
Executive Vice President
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
William D. Hackler
Director of Retirement Plan Services