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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.

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Jill B. Treeful, CPA
Managing Partner

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Cassidy C. King, CRPC®
Financial Planner

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

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Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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Ryan Damaso, CPA, MST
Tax Partner

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Julianne Rotondo
Client Service Representative

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Rob Brown, PhD, CFA
Chief Investment Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President

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Michael F. Aniceto, CPA, MST
Partner

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

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William Beaudoin, CFS, CBEC
Vice President of Case Design

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Homer S. Smith IV

CFP®, CRPC®, BFA™, CBEC® 
Director, Integrated Business Alliance