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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.

Andrew Ross Headshot

Andrew J. Ross, CFP®

Private Wealth Advisor

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Steve Kolano Headshot

Steve Kolano, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Colby Dobrusin Headshot

Colby Dobrusin, CFP®, AIF®
Director of Financial Planning for

Andrew J. Ross, CFP®

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Renee Brown Headshot

Renee Brown

Client Service Manager

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Derek Chesley Headshot

Derek Chesley

Case Design

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