

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