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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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Gulsanga Jalawan
Wealth Planning Advisor

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Nelson N. Santos
Wealth Planning Advisor

Richard Austin Headshot

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

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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Steve Kolano, CFA
Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

Homer Smith Headshot

Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC® Director, Integrated Business Alliance

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John C. Pastore, Jr., CRPC®

Senior Vice President

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

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