Meet the Team

  • Ann L. Swartz CLU, ChFC, CASL, CLF

    Chief Operations Officer

  • Ray Lucas, CFP®

    Sr. VP Financial Planning

  • Bill Beaudoin, CFS

    VP Financial Planning

  • Gregory Freeman

    Advanced Planning Specialist

  • Andree Peterson

    VP of Strategy and Development

  • Rob Brown, PhD, CFA

    Chief Investment Officer

  • Richard Austin, JD*, LLM, CIMA, CBEC

    Executive Director, Integrated Family Office

  • William D. Hackler

    Retirement Plan Specialist

  • Rebecca Zopin

    Chief Marketing Officer