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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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Heidi Patterson

Wealth Planning Advisor

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

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John C. Pastore, Jr., CRPC®

Senior Vice President

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

Richard Austin Headshot

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

Homer Smith Headshot

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

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

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