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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
Steve Kolano, CFA
Chief Investment Officer
Richard E. Austin, JD, LLM, CIMA®
Executive Director
Becca Zophin
Chief Marketing Officer
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
Derek Chesley
Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
Gregory Freeman
Advanced Planning Specialist
William D. Hackler
Director of Retirement Plan Services
Nelson Leadbetter
Plan Implementation & Transitions Manager
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