
YOUR Family Office
PROVEN
65+ Families Guided
Through Business Exits
PERSONAL
7:1 Client-to-Partner Ratio
ESTABLISHED
150 Years of
Combined Experience
-

KYLE CAOUETTE, CFA®, CFP®
CEO and Founder
-

JOHN DE CARVALHO, CFA®
Chief of Strategy & Ops and Founder
-
Nancy Velez
Director of Client Service
-
Erin Scott
Executive Coordinator
Partners
-
Ann Swartz, CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
-
Becca Zophin
Chief Marketing Officer
-
Richard Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
-
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
-
Raymond J. Lucas, CFP®, CRPC®
Senior Vice President of Financial Planning & Training
-
Bill Beaudoin, CFS, CBEC
Vice President of Case Design
-
Will Hackler
Director of Retirement Plans
-
Mike Percoskie
Director of Technology
-
Gregory Freeman
Advanced Planning Specialist
-
Caitlyn Nelson
Head Trader
-
JD Gardner, CFA & CMT
Portfolio Manager
-
John Luke Tyner, CFA
Portfolio Manager
-
Shannon Williams
Graphic Designer
-
Olivia Evans
Executive Assistant
















