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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

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Steve Kolano, CFA

Chief Investment Officer

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Derek Chesley

Case Design Specialist

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman

Advanced Planning Specialist

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William Beaudoin, CFS, CBEC

Vice President of Case Design

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 John C. Pastore, Jr., CRPC®

Senior Vice President, Private Wealth Manager

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Richard E. Austin, JD, LLM, CIMA®

Executive Director

CRPC conferred by College for Financial Planning.

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