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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®, CPFA

Private Wealth 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

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Colby Dobrusin Headshot

Colby Dobrusin, CFP®, AIF®
Director of Financial Planning for Andrew J. Ross, CFP®, CPFA

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Renee headshot.png

Renee Adkins

Administrative Assistant for Andrew Ross, CFP®, CPFA

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

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Derek Chesley

Case Design

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