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
Chief Implementation Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Chief Marketing Officer
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®, CEPA
Director of Technology
CASL conferred by The American College.
CRPC conferred by College for Financial Planning.