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.
John C. Pastore, Jr., CRPC®
Executive Vice President, Private Wealth Advisor
Paul Saganey
Founder and CEO
Andree Mohr
President
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Megan Cossette
Practice Manager
 Andrew J. Ross, CFP®
Private Wealth Advisor
Gregory Freeman
Advanced Planning Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Mike Percoskie
Director of Technology
Angelina Compston
Case Design Associate
 Ryan T. Will, MBA
Private Wealth Advisor
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Becca Zophin
Chief Marketing Officer
CRPC conferred by College for Financial Planning.
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CASL conferred by The American College