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 J. Bodenstadt, CPA
Partner
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Gregory Freeman
Advanced Planning Specialist
Kristopher Lindley, CFP®
Private Wealth Advisor
Rob Brown, PhD, CFA
Chief Investment Officer
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC®
Business Growth & Exit Advisor
William Beaudoin, CFS, CBEC
Vice President of Case Design
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President