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.
Timothy A. Thielen, CPA, CFP®, CMT
Director of Wealth Management
Jorge N. De La Torre, CPA, CFF
Partner
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Steve Kolano, CFA
Chief Investment Officer
Danny Garcia, CPA
Partner
Ann L. Swartz,CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
John C. Pastore, Jr., CRPC®
Senior Vice President
William Beaudoin, CFS, CBEC
Vice President of Case Design
Richard E. Austin, JD, LLM, CIMA®, CEPA
Executive Director
Gregory Freeman
Advanced Planning Specialist
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.