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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.

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John Lian CLU®, AIF®

Founder | Financial Planner

Integrated Partners Team


Steve Kolano, CFA

Chief Investment Officer

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Derek Chesley

Case Design Specialist


Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training


Gregory Freeman

Advanced Planning Specialist


William Beaudoin, CFS, CBEC

Vice President of Case Design

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 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager


Richard E. Austin, JD, LLM, CIMA®

Executive Director

CRPC conferred by College for Financial Planning.

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