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Our Team
Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer individual advice and expansive resources.
Stephen M. Joyner, CRPC®
Financial Planner
Steve Kolano, CFA
Chief Investment Officer
Derek Chesley
Case Design Specialist
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Gregory Freeman
Advanced Planning Specialist
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Executive Vice President, Private Wealth Advisor
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
CRPC conferred by College for Financial Planning.
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