Team
R. Jason Horwitz, CFP®, CRPC®
Financial Planner
(781) 421-6574
For over 18 years Jason has helped individuals, families and business owners gain control of their complex financial challenges to positively impact their quality of life. By coordinating with his experienced team, along with your own...
Clark A. Page, CRPC®
Financial Planner
(781) 875-1302
Clark Page understands the difference that financial planning can make between those who enjoy a comfortable retirement and those who struggle. He is dedicated to helping families gain control of complex financial challenges and make...
Richard Austin, JD, LLM, CIMA®, CEPA
Executive Director
Ann L. Swartz, CLU®, ChFC®, CASL®, CLF®
Chief Compliance Officer
Steve Kolano, CFA
Chief Investment Officer
Ray Lucas, CFP®
Senior Vice President of Financial Planning
William Beaudoin
Vice President, Case Design
William D. Hackler, AIF
Retirement Plan Specialist
Gregory Freeman
Advanced Planning Specialist
John C. Pastore, Jr. CRPC®
Senior Vice President of Professional Partners Program
Derek Chesley
Case Design Specialist