top of page


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.

Our Team
Kevin Kyle Headshot

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

Hunter Hargraves Headshot

Hunter W. Hargraves

Financial Advisor

Jody Johnson Headshot

Jody Johnston, ChFC®, CLU®


Georgia Robinson Headshot

Georgia Robinson

Associate Financial Representative

Bryce Burch Headshot

Bryce A. Burch

Megan Garcia Headshot

Megan Garcia

Director of Operations 

Betty Wohlgemuth Headshot

Betty Wohlgemuth

Marketing Assistant

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Rob Brown Headshot
Richard Austin Headshot

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

Executive Director

Ann Swartz Headshot
William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

John Cataldo Headshot

Rob Brown, PhD, CFA

Chief Investment Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

bottom of page