top of page
JLian_Website_Hero_Images_Our_Team.jpg
Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

CROPPED Lian-Headshots-11_edited.png

John Lian CLU®, AIF®

Founder | Financial Planner

Ines_Andino_Headshot_Cutout.webp

Inés Andino
Client Service Manager

Integrated Partners Team

Steve_Kolano_2022_Headshot_Cropped.jpg

Steve Kolano, CFA

Chief Investment Officer

IFP_Final_jpg_Derek Chesley__014_cropped.webp

Derek Chesley

Case Design Specialist

2Lucas,-Ray.jpg

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Freeman,-Greg.jpg

Gregory Freeman

Advanced Planning Specialist

Beaudoin,-Bill.jpg

William Beaudoin, CFS, CBEC

Vice President of Case Design

Screen Shot 2021-03-29 at 1.25.44 PM.png

 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager

Austin,-Rich.jpg

Richard E. Austin, JD, LLM, CIMA®

Executive Director

CRPC conferred by College for Financial Planning.

bottom of page