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