broker check finra logo financial advisor

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

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

William Beaudoin, CFS, CBEC

Vice President of Case Design

Liam Behling

Trading Support Specialist

Samantha Boyle

Marketing Manager

Kristi Carlson

Chief Financial Officer

Derek Chesley

Case Design

Angelina Compston

Accounting and Case Design Associate

Demetrice Crews

New Business Team

Kathleen L. Donnelly, CPA

Director of Finance & Accounting

Samson Dooley

Business Development Analyst

Colin Dunn

IT Support Specialist

Adrian Duran, MBA

Vice President, Business Development Officer

Caitlyn Frament

Director of Business Process Optimization

JD Gardner, CFA & CMT

Portfolio Manager

Gregory Freeman

Advanced Planning Specialist

Will Hackler

Director of Retirement Plans

Erin Haskell

Compliance Operations Manager

Peter Kaplan

Executive Vice President,
Planning and Insurance Solutions

Carolyn A. Kneeland 

Operations Manager

Stephen Kolano, CFA

Chief Investment Officer

Lauraly Lovering

Office Manager

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Melissa McAllister

Office Manager

Clint Mills

Business Development Analyst

Andree Mohr

President

David Moore

Senior Insurance Case Design Specialist

Caitlyn Nelson

Trading and Analyst Support

John C. Pastore, Jr., CRPC®

Executive Vice President

Mike Percoskie

Director of Technology

Paul Saganey

Ashley Plante

Compliance Coordinator

Paul Saganey

Brad Rafking, CFA

Portfolio Manager

Paul Saganey

Mohammed Rahman

Senior Accountant

Jennifer Rapoza

Director of Client Experience

Paul Saganey

Paul Saganey, CFP®

Founder & CEO

Robert Sandrew

Chief Growth Officer

Andy Simpter

Manager of Operations

shannon sloan

Shannon Sloan

Graphic Designer

Ellen Smith

Executive Assistant to Paul Saganey

Cambria St. Germain

Marketing Associate

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Luke Tyner, CFA

Portfolio Manager

Becca Zophin

Chief Marketing Officer

Let’s Work Together

Let’s Work Together

Why Go Independent?

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