Meet the Team
Expertise. Compassion. Know-how.
Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.
Timothy A. Thielen,
CPA, CFP®, CMT
Director of Wealth Management
Robert Taraboulos, CPA
Partner
Jeffrey Taraboulos,
CPA, CFF, CFE, PFS
Managing Partner
John Hofmann, CPA
Partner
Jorge N. De La Torre,
CPA, CFF
Partner
Danny Garcia, CPA
Partner
The Integrated Partners Team
Homer S. Smith IV
CFP®, CRPC®, BFA™ , CBEC®
Private Wealth Advisor
Steve Kolano, CFA
Chief Investment Officer
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
Richard E. Austin, JD, LLM, CIMA®
Executive Director
William Beaudoin, CFS, CBEC
Vice President of Case Design
John C. Pastore, Jr., CRPC®
Senior Vice President
Jason Grantz,
QPA, QKC, AIFA
Managing Director of
Integrated Pension Services
Ann L. Swartz,
CLU, ChFC®, CASL, CLF®
Chief Compliance Officer
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.