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.
Heidi Patterson
Wealth Planning Advisor
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design Specialist
Steve Kolano, CFA
Chief Investment Officer
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
John C. Pastore, Jr., CRPC®
Executive Vice President
William Beaudoin, CFS, CBEC
Vice President of Case Design
Richard E. Austin,
JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC® Managing Director of the Integrated Family Office
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.