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.
Mark Kruspodin, CPA/PFS
Managing Partner
Joshua J. Bodenstadt, CPA
Partner
Kristopher Lindley, CFP®
Private Wealth Advisor
Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC®
Business Growth & Exit Advisor
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Gregory Freeman
Advanced Planning Specialist
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President