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.
Jill B. Treeful, CPA
Managing Partner
Cassidy C. King, CRPC®
Financial Planner
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
Ryan Damaso, CPA, MST
Tax Partner
Julianne Rotondo
Client Service Representative
Rob Brown, PhD, CFA
Chief Investment Officer
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
John C. Pastore, Jr., CRPC®
Senior Vice President
Michael F. Aniceto, CPA, MST
Partner
Richard E. Austin, JD,
LLM,CIMA®, CEPA
Executive Director
William Beaudoin, CFS, CBEC
Vice President of Case Design
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Homer S. Smith IV
CFP®, CRPC®, BFA™, CBEC® Director, Integrated Business Alliance