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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.
Jon Sudkin
Private Wealth Advisor
Carrie Matyi
Administrative Assistant for
Jon Sudkin
Steve Kolano, CFA
Chief Investment Officer
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Derek Chesley
Case Design Specialist
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr., CRPC®
Senior Vice President, Private Wealth Manager
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Becca Zophin
Chief Marketing Officer
CRPC conferred by College for Financial Planning.
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