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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.

Our Team
Kevin Kyle Headshot

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

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Hunter Hargraves Headshot

Hunter W. Hargraves

Financial Advisor

Jody Johnson Headshot

Jody Johnston, ChFC®, CLU®

Principal

Georgia Robinson Headshot

Georgia Robinson

Associate Financial Representative

Bryce Burch Headshot

Bryce A. Burch
Principal

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

Steve_Kolano_2022_Headshot_Cropped.jpg
Richard Austin Headshot

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

Executive Director

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Ann Swartz Headshot
John Pastore Headshot

Steve Kolano, CFA

Chief Investment Officer

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John C. Pastore, Jr., CRPC®

Senior Vice President

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design

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