Your Planning Team

 
  • Anthony J. Designor

    Anthony J. Designor

    Financial Advisor

  • Rob Brown, PhD, CFA

    Rob Brown, PhD, CFA

    Chief Investment Officer

  • Ray Lucas, CFP®

    Sr. VP Financial Planning

  • Bill Beaudoin, CFS

    Bill Beaudoin, CFS

    VP Financial Planning

  • Derek Chesley

    Derek Chesley

    Case Design Specialist

  • Gregory Freeman

    Gregory Freeman

    Advanced Planning Specialist

  • John C. Pastore, Jr., CRPC®

    John C. Pastore, Jr., CRPC®

    Senior VP of Strategic Alliances

  • William George

    William George

    Director of Business Development