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Our Team
Kris Lindley
CFP - Financial Consultant
Kevin Larson
Administrative Assistant
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
ANDREE MOHR
President
ANN L. SWARTZ, CLU®, CHFC®, CASL®, CLF®
Chief Compliance Officer
STEVE KOLANO, CFA
Chief Investment Officer
RAYMOND J. LUCAS, JR., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
WILLIAM BEAUDOIN, CFS, CBEC
Vice President of Case Design
WILLIAM D. HACKLER
Director of Retirement Plans
GREGORY FREEMAN
Advanced Planning Specialist
JOHN C. PASTORE, JR. CRPC®
Executive Vice President
DEREK CHESLEY
Case Design Specialist
CRPC conferred by College for Financial Planning.
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CASL conferred by The American College.
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