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OUR TEAM

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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 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager

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Paul Saganey

Founder and President

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Andree Mohr

Chief Implementation Officer

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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Megan Cossette

Practice Manager

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 Andrew J. Ross, CFP®, ChFC®, CPFA
Private Wealth Advisor

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Gregory Freeman

Advanced Planning Specialist

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Mike Percoskie

Director of Technology

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Angelina Compston

Accounting and Case Design Associate

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 Ryan T. Will, MBA
Private Wealth Advisor

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

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Becca Zophin

Chief Marketing Officer

CRPC conferred by College for Financial Planning.

 

CASL conferred by The American College

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