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OUR FIRM

 

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.

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Lisa Sakai

Founder/Financial Consultant

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Christopher Whalen

Founder/Private Wealth Manager

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Andree Mohr

Chief Implementation Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Rob Brown, PhD, CFA

Chief Investment Officer

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Gregory Freeman

Advanced Planning Specialist

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Becca Zophin

Chief Marketing Officer

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Mike Percoskie

Director of Technology

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Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

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Will Hackler

Director of Retirement Plans