Your Planning Team
-
John Harrington
FINANCIAL PLANNER
-
Patrick Eaker
Client Relationship Manager
Back Office Team
-
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning and Training
-
Richard Austin, JD*, LLM, CIMA
Executive Director, Estate and Business Planning
-
Stephen Kolano, CFA
Chief Investment Officer
-
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
