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.

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Joseph F. O’Loughlin

Private Wealth Advisor

Lianne Castelli

Office Manager

Andree Peterson

Chief Implementation Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Gregory Freeman

Advanced Planning Specialist

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Becca Zophin

Chief Marketing Officer

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Rob Brown, PhD, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

Mike Percoskie

Manager of Technology

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer