ABOUT US

 
OUR TEAM

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.

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Timothy A. Thielen, CPA, CMT

Financial Planner

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Gregory Freeman

Advanced Planning Specialist

Leslie Adler, CPA
Partner

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Rob Brown, PhD, CFA

Chief Investment Officer

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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Derek Chesley

Case Design

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Jorge N. De La Torre, CPA, CFF

Partner

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Danny Garcia, CPA
Partner​
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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

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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.