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OUR TEAM

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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Mark Kruspodin, CPA/PFS
Managing Partner

Joshua Bodenstadt Headshot

Joshua J. Bodenstadt, CPA
Partner

Kristopher Lindley Headshot

Kristopher Lindley, CFP®
Private Wealth Advisor

Homer Smith Headshot

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

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Steve Kolano, CFA

Chief Investment Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

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Derek Chesley

Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

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