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OUR FIRM

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.

Lisa Sakai Headshot

Lisa Sakai

Founder/Financial Consultant

Christopher Whalen Headshot

Christopher Whalen

Founder/Private Wealth Manager

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Andree Mohr

Chief Implementation Officer

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Rob Brown Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

John Cataldo Headshot

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Becca Zophin

Chief Marketing Officer

Mike Percoskie Headshot

Mike Percoskie

Director of Technology

Richard Austin Headshot

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

Executive Director

Will Hackler Headshot

Will Hackler

Director of Retirement Plans

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