

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.
Andrew J. Ross, CFP®, CPFA
Private Wealth Advisor
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Steve Kolano, CFA
Chief Investment Officer
Gregory Freeman
Advanced Planning Specialist
Colby Dobrusin, CFP®, AIF®
Director of Financial Planning for Andrew J. Ross, CFP®, CPFA
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Renee Adkins
Administrative Assistant for Andrew Ross, CFP®, CPFA
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
Derek Chesley
Case Design