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 A. Thielen, CPA, CMT
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
John G. Cataldo, ESQ.
President – Advisory Services
Chief Legal Officer
Rob Brown, PhD, CFA
Chief Investment Officer
William Beaudoin, CFS, CBEC
Vice President of Case Design
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Operations Officer
Richard E. Austin, JD, LLM, CIMA®
Advanced Planning Specialist
John C. Pastore, Jr., CRPC®
Senior Vice President
The individuals depicted on this page are the management team of Integrated Wealth Concepts, doing business as KSDT Wealth Management. They are not employees or affiliates of KSDT Wealth Management LLC.