Team
Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We can help answer your questions, including:
- Did I save enough for retirement?
- Did I invest my assets in the appropriate places?
- Which assets should I use first?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- How can I protect my beneficiaries and maximize tax strategies?
- Do I have enough life insurance for my family?
We specialize in creating an approach that is designed to address your individual situation.
Ann L. Swartz, CLU, ChFC, CASL, CLF
Chief Compliance Officer
Derek Chesley
Case Design Specialist
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr. CRPC®
Senior Vice President
Ray Lucas, CFP
Senior Vice President of Financial Planning
Richard Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Steve Kolano, CFA
Chief Investment Officer
William Beaudoin
Vice President, Case Design
William D. Hackler
Retirement Plan Specialist