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
Hunter W. Hargraves
Financial Advisor
Jody Johnston, ChFC®, CLU®
Principal
Georgia Robinson
Associate Financial Representative
Bryce A. Burch
Principal
Megan Garcia
Director of Operations
Betty Wohlgemuth
Marketing Assistant
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
William Beaudoin, CFS, CBEC
Vice President of Case Design
Rob Brown, PhD, CFA
Chief Investment Officer
Gregory Freeman
Advanced Planning Specialist
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Derek Chesley
Case Design
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
John C. Pastore, Jr., CRPC®
Senior Vice President