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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


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

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Derek Chesley

Case Design Specialist


Gregory Freeman

Advanced Planning Specialist

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 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager


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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