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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 Treeful Headshot

Jill B. Treeful, CPA
Managing Partner

Cassidy King Headshot

Cassidy C. King, CRPC®
Financial Planner

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

Ryan Damaso Headshot

Ryan Damaso, CPA, MST
Tax Partner


Julianne Rotondo
Client Service Representative

Rob Brown Headshot

Rob Brown, PhD, CFA
Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Michael Aniceto Headshot

Michael F. Aniceto, CPA, MST

Richard Austin Headshot

Richard E. Austin, JD,
Executive Director

William Beaudoin Headshot

William Beaudoin, CFS, CBEC
Vice President of Case Design

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Homer Smith Headshot

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

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