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