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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.

John Florence Headshot

John O. Florence, Jr., CRPC®

Private Wealth Advisor

Lianne Castelli Headshot

Lianne Castelli

Office Manager

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard Austin Headshot

Richard E. Austin, JD, LLM, CIMA®

Executive Director

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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