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

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