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Our Mission


Backed by a team of dedicated professionals with over 100 years of combined experience, we provide a boutique client experience while effectively serving your needs. In an increasingly complicated era, pursuing your financial goals depends on objective advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances. Our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

Timothy Thielen Headshot

Timothy A. Thielen,  CPA, CFP®, CMT

Director of Wealth Management

Jorge De La Torre Headshot

Jorge N. De La Torre, CPA, CFF


Robert Taraboulos Headshot
Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Leslie Adler Headshot
Leslie Adler, CPA


Steve Kolano, CFA

Chief Investment Officer

Danny Garcia Headshot
Danny Garcia, CPA
Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Senior Vice President

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

Richard Austin Headshot

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

Executive Director

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

IFP_Final_jpg_Derek Chesley__014_cropped.jpg

Derek Chesley

Case Design

The individuals depicted on this page are the management team of Integrated Partners, doing business as KSDT Wealth Management. They are not employees or affiliates of KSDT Wealth Management LLC. 

Our Team
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