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.
Kevin L. Kyle, CFP®, ChFC®, RICP®, MBA
Principal
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Hunter W. Hargraves
Financial Advisor
Megan Garcia
Director of Operations
Jody Johnston, ChFC®, CLU®
Principal
Georgia Robinson
Associate Financial Representative
Jimmy Tran
Financial Associate
Bryce A. Burch, ChFC®
Principal
Sara Parrish
Senior Wealth Advisor
Betty Wohlgemuth
Marketing Assistant
Menda Beck
Director of Client Services
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
William Beaudoin, CFS, CBEC
Vice President of Case Design
Steve Kolano, CFA
Chief Investment Officer
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
John C. Pastore, Jr., CRPC®
Executive Vice President
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design Specialist