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Our Team
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
ANDREE MOHR
Vice President of Strategy and Development
ANN L. SWARTZ, CLU®, CHFC®, CASL®, CLF®
Chief Compliance Officer
STEVE KOLANO, CFA
Chief Investment Officer
RAY LUCAS, CFP®
Senior Vice President of Financial Planning
WILLIAM BEAUDOIN
Vice President, Case Design
WILLIAM D. HACKLER
Retirement Plan Specialist
GREGORY FREEMAN
Advanced Planning Specialist
JOHN C. PASTORE, JR. CRPC®
Senior Vice President of Professional Partners Program
DEREK CHESLEY
Case Design Specialist
CRPC conferred by College for Financial Planning.
CASL conferred by The American College.
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