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Our team and culture make us special

Meet our Team

Our team and culture
make us special

Meet
our Team

Meet Integrated

A large financial advisory firm is only as strong as its people, and culture. Integrated Partners does not often talk about culture – instead, we prefer to embody the concept. Independent advisors and our team can choose from hundreds of financial companies in deciding which to call home – ours tend not to leave once invited in for a seat at the table.

Matt Ackermann

Chief Content Officer

Bio

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Bio

William Beaudoin, CFS, CBEC

Vice President of Case Design

Bio

Rob Brown, PhD, CFA

Chief Investment Officer

Bio

Kristi Carlson

Chief Financial Officer

Bio

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

Bio

Jason Catlender

SVP of Business Development

Bio

Derek Chesley

Case Design

Bio

Angelina Compston

Accounting and Case Design Associate

Bio

Kathleen L. Donnelly, CPA

Director of Finance & Accounting

Bio

Lauren Duke

Operations Associate

Bio

Caitlyn Frament

Director of Compliance

Bio

Gregory Freeman

Advanced Planning Specialist

Bio

William George, CLF

Senior Vice President of Business Development

Bio

Will Hackler

Director of Retirement Plans

Bio

Erin Haskell

Compliance Operations Manager

Bio

Carolyn A. Kneeland 

Operations Manager

Bio

Lauraly Lovering

Office Manager

Bio

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Bio

Caitlyn Nelson

Trading and Analyst Support

Bio

John C. Pastore, Jr., CRPC®

Senior Vice President

Bio

Mike Percoskie

Manager of Technology

Bio

Andree Mohr

Chief Implementation Officer

Bio

Heather Provost

Operations Associate

Bio

Samantha Provost

Marketing Associate, InTouch Innovations

Bio

Jennifer Rapoza

Director of Repapering

Bio

Paul Saganey, CFP®

Founder & President

Bio

Robert Sandrew

Chief Growth Officer

Bio

Andy Simpter

Manager of Operations

Bio

Shannon Sloan

Graphic Designer, InTouch Innovations

Bio

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Bio

Ellen Smith

Executive Assistant to Paul Saganey

Bio

Becca Zophin

Chief Marketing Officer, InTouch Innovations

Bio

Let’s Work Together

Let’s Work Together

Why Go Independent?

Tags: independent financial advisor benefits, independent financial planner company, independent wealth manager benefits

Rob Brown is solely an investment advisor representative of Integrated Wealth Concepts, and not affiliated with LPL Financial.