About Us
Expertise. Compassion. Know-how.
With an emphasis on trust and transparency, we offer practical advice to help you confidently pursue your financial goals.
We recognize that your needs are distinct to you. Your financial aspirations drive everything we do, and our services are crafted to provide you with greater flexibility, personalized attention, and a sophisticated approach to financial planning and investment management.
Our concierge experience means we’re here to serve as your personal wealth team throughout your financial journey.
Michael J. Mohr, CFP®
Managing Partner | Financial Advisor
Jared P. Brown
Managing Partner
The Team
Steve Kolano, CFA
Chief Investment Officer
Becca Zophin
Chief Marketing 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
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
John C. Pastore, Jr., CRPC®
Executive Vice President
Gregory Freeman
Advanced Planning Specialist