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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.
John Lian CLU®, AIF®
Founder | Financial Planner
Inés Andino
Client Service Manager
Integrated Partners Team
Steve Kolano, CFA
Chief Investment Officer
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
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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