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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.

 
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Kevin L. Kyle, CFP®, ChFC®, RICP®, MBA
Principal

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Hunter W. Hargraves

Financial Advisor

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Jody Johnston, ChFC®, CLU®

Principal

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Georgia Robinson

Associate Financial Representative

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Bryce A. Burch
Principal

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Megan Garcia

Director of Operations 

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Betty Wohlgemuth

Marketing Assistant

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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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

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Derek Chesley

Case Design

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President