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 F. O’Loughlin
Private Wealth Advisor
Andree Mohr
President
Gregory Freeman
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Becca Zophin
Chief Marketing Officer
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Mike Percoskie
Director of Technology
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.