
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.
Lisa Sakai
Founder/Financial Consultant
Christopher Whalen
Founder/Private Wealth Manager
Andree Mohr
Chief Implementation Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Rob Brown, PhD, CFA
Chief Investment Officer
Gregory Freeman
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Becca Zophin
Chief Marketing Officer
Mike Percoskie
Director of Technology
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Will Hackler
Director of Retirement Plans