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.

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Joshua J. Bodenstadt, CPA
Partner
 

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman

Advanced Planning Specialist

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Kristopher Lindley, CFP®
Private Wealth Advisor

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Rob Brown, PhD, CFA

Chief Investment Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC® 
Business Growth & Exit Advisor

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Derek Chesley

Case Design

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John C. Pastore, Jr., CRPC®

Senior Vice President