Our Team
Support Team

Ann Swartz
CLU, ChFC, CASL, CLF
Chief Compliance Officer

Bill Beaudoin
CFS, CBEC
Vice President of Case Design

Greg Freeman
Advanced Planning Specialist

Derek Chesley
Case Design

Ray Lucas
CFP, CRPC
Senior Vice President of Financial Planning & Training

Will Hackler
Director of Retirement Plans

Rich Austin
JD, LLM, CIMA
Executive Director, Estate & Business Planning

Steve Kolano
CFA
Chief Investment Officer
Planning for Tomorrow Begins Today
It’s time to feel more confident in your financial direction.
As you navigate life’s transitions, having a clear plan in place can help reduce uncertainty and support better outcomes.
At Konvex Wealth, we offer guidance designed to help you make informed decisions for your family and future. Our goal is to give you the space to focus on what matters most: your life, your loved ones, and the legacy you want to create.