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, CEPA, CRPC
Financial Planner
Taylor Orlando
Director of Operations / Paraplanner for Adam Rothbart
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Steve Kolano, CFA
Chief Investment Officer
Gregory Freeman
Advanced Planning Specialist
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
Derek Chesley
Case Design Specialist
CASL conferred by The American College
CRPC conferred by College for Financial Planning