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OUR TEAM

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.

Adam Rothbart Headshot: Click to Read Bio

Adam Rothbart, CEPA, CRPC

Financial Planner

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Taylor Orlando

Director of Operations / Paraplanner for Adam Rothbart

Raymond Lucas Headshot: Click to Read Bio

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Steve Kolano, CFA

Chief Investment Officer

Gregory Freeman Headshot: Click to Read Bio

Gregory Freeman

Advanced Planning Specialist

Richard Austin Headshot: Click to Read Bio

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Ann Swartz Headshot: Click to Read Bio

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

William Beaudoin Headshot: Click to Read Bio

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Pastore Headshot: Click to Read Bio

John C. Pastore, Jr., CRPC®

Senior Vice President

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Derek Chesley

Case Design Specialist

CASL conferred by The American College

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CRPC conferred by College for Financial Planning

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