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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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Jon Sudkin

Private Wealth Advisor

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Carrie Matyi

Administrative Assistant for

Jon Sudkin

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Steve Kolano, CFA

Chief Investment Officer

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design Specialist

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Gregory Freeman

Advanced Planning Specialist

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 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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Becca Zophin

Chief Marketing Officer

CRPC conferred by College for Financial Planning.

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