Meet the Team
What should I look for in a financial advisor?
Expertise. Compassion. Know-how. Built on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offers personalized advice, clear communication, and the resources you need to make confident decisions.
We believe the best financial relationships are built on:
-
Listening and understanding your story and family dynamics.
-
Translating complex concepts into language you actually understand.
-
Proactive guidance that anticipates your needs before they become problems.
-
Fiduciary standard because your best interests always come first.
Whether you’re working with a CERTIFIED FINANCIAL PLANNER™ professional, collaborating on succession strategies, or navigating the complexities of wealth transfer, you’ll have a team that knows you, your family, and what matters most to you.
Get to know the people committed to your financial success.
Jon R. Gonthier, CFA
Wealth Planning Advisor
Mary Hakim
Client Services Manager
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Steve Kolano, CFA
Chief Investment Officer
Becca Zophin
Chief Marketing Officer
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
William Beaudoin, CFS, CBEC
Vice President of Case Design
Gregory Freeman
Advanced Planning Specialist
William D. Hackler
Director of Retirement Plan Services
Derek Chesley
Case Design Specialist
John C. Pastore, Jr., CRPC®
Executive Vice President
CRPC conferred by College for Financial Planning. CASL conferred by The American College.
Steve Kolano is solely an investment advisor representative of Integrated Partners, and not affiliated with LPL Financial.