OUR FIRM

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.

Lisa Sakai

Founder/Financial Consultant

Christopher Whalen

Founder/Private Wealth Manager

Andree Mohr

Chief Implementation Officer

William Beaudoin, CFS, CBEC

Vice President of Case Design

Steve Kolano, CFA

Chief Investment Officer

Gregory Freeman

Advanced Planning Specialist

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Becca Zophin

Chief Marketing Officer

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

Will Hackler

Director of Retirement Plans

Mike Percoskie

Director of Technology