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:
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Listening and understanding your story and family dynamics.
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Translating complex concepts into language you actually understand.
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Proactive guidance that anticipates your needs before they become problems.
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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.
Timothy Demeritt, CFP®
Financial Planner
Steve Kolano, CFA
Chief Investment Officer
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Becca Zophin
Chief Marketing Officer
Gregory Freeman
Advanced Planning Specialist
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Derek Chesley
Case Design Specialist
William D. Hackler
Director of Retirement Plan Services
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Executive Vice President