Wealth Advisory

Headshot of Mark Mitamura
Mark Mitamura
CMFC®, CRPC®, CRPS®
Senior Wealth Advisor
Headshot of David Choi
David Choi
AIF®, CPFA
Wealth Advisor
Jennifer Fox
Jennifer Fox
Administrative Services
Headshot of Whiney Massey
Whitney C. Massey
AIF®, CPFA, C(K)P®
Wealth Advisor | Certified 401(k) Professional
Headshot of Allison Rozell
Allison Rozell
Relationship Manager
Rich Austin
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Ray Lucas
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Bill Beaudoin photo
William Beaudoin, CFS, CBEC®
Vice President of Case Design
Ann Swartz photo
Ann L. Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Peter Kaplan photo
Peter Kaplan
Senior Vice President of Insurance Solutions
Steve Kolano photo
Steve Kolano, CFA
Chief Investment Officer
Greg Freeman photo
Gregory Freeman
Advanced Planning Specialist
Derek Chesley photo
Derek Chesley
Case Design

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