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.

Thielen photo.jpg
Timothy A. Thielen, CMT

Financial Planner

954-655-2923 

Tim.Thielen@ksdtwm.com

2Lucas,-Ray.jpg

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

2Cataldo,-John.jpg

John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

2Brown,-Rob.jpg

Rob Brown, PhD, CFA

Chief Investment Officer

Beaudoin,-Bill.jpg

William Beaudoin, CFS, CBEC

Vice President of Case Design

Freeman,-Greg.jpg

Gregory Freeman

Advanced Planning Specialist

Chesley,-Derek.jpg

Derek Chesley

Case Design

Jeffrey Taraboulos,
CPA, PFS
Managing Partner

305-670-3370

Jeff.Taraboulos@ksdtwm.com

Swartz,-Ann.jpg

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

Austin,-Rich.jpg

Richard E. Austin, JD, LLM, CIMA®

Executive Director

Pastore,-John-7.jpg

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. 

Investment advice offered through Integrated Wealth Concepts, doing business as KSDT Wealth Management, a registered investment advisor.

Contact

KSDT Wealth Management, LLC

Office: 305-670-3370​

9300 S. Dadeland Blvd, Ste. 600 

Miami, FL 33156 
 

Tim.Thielen@ksdtwm.com

Jeff.Taraboulos@ksdtwm.com