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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.

 Nishan D. Mootafian, CRPC®

Financial Planner

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard Austin Headshot

Richard E. Austin, JD, LLM, CEPA

Executive Director

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design


Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design Specialist

CASL conferred by The American College.

CRPC conferred by College for Financial Planning.

Nishan Mootafian Headshot
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