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Meet the Team
Expertise. Compassion. Know-how.
Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.
The Integrated Partners Team
William Beaudoin, CFS, CBEC
Vice President of Case Design
Becca Zophin
Chief Marketing Officer
Derek Chesley
Case Design Specialist
Steve Kolano, CFA
Chief Investment Officer
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John C. Pastore, Jr., CRPC®
Executive Vice President
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Gregory Freeman
Advanced Planning Specialist
William D. Hackler
Director of Retirement Plan Services
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