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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.

Joshua Bodenstadt Headshot

Joshua J. Bodenstadt, CPA

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Kristopher Lindley Headshot

Kristopher Lindley, CFP®
Private Wealth Advisor

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Homer Smith Headshot

Homer S. Smith IV
Business Growth & Exit Advisor

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Derek Chesley Headshot

Derek Chesley

Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

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