Team
We’re here to support you. We’re here to make your life easier.
Our elite team of professionals includes a network of leading authorities in family and business law, business management, private lending, and accounting. We will also collaborate with other specialists when appropriate.
Paul Saganey, CFP®
Executive Director
Steve Kolano, CFA
Managing Director, Investments
Rich Austin, JD*, LLM, CIMA, CEPA
Managing Director
Jenn Rapoza
Director, Client Experience
Russ Gorman, CBEC®, CFA®, CFP®, EA
Business Growth Consultant
William Beaudoin, CFS, CBEC®
Advanced Planning
Greg Freeman
Advanced Planning Specialist
Derek Chesley
Advanced Planning Specialist
Kathy Donnelly, CPA
Director of Finance & Accounting
John Cataldo, Esq.
President – Advisory Services,
Chief Legal Officer
Andree Mohr
Director, Support