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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


Steve Kolano, CFA
Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

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

Homer Smith Headshot

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

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

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