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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.

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Joseph F. O’Loughlin

Private Wealth Advisor

Lianne Castelli Headshot

Lianne Castelli

Office Manager

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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 Compliance Officer

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Becca Zophin

Chief Marketing Officer

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Steve Kolano, CFA

Chief Investment Officer

Richard Austin Headshot

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

Executive Director

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

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