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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.

Joseph O'Loughlin Headshot

Joseph F. O’Loughlin

Private Wealth Advisor

Lianne Castelli Headshot

Lianne Castelli

Office Manager

Andree Mohr Headshot

Andree Mohr

Chief Implementation Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Becca Zophin Headshot

Becca Zophin

Chief Marketing Officer

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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