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Our team and culture make us special

Meet our Team

Our team and culture
make us special

Meet
our Team

Meet Integrated

A large financial advisory firm is only as strong as its people, and culture. Integrated Partners does not often talk about culture – instead, we prefer to embody the concept. Independent advisors and our team can choose from hundreds of financial companies in deciding which to call home – ours tend not to leave once invited in for a seat at the table.

Matt Ackermann

Chief Content Officer

Bio

Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director

Bio

William Beaudoin, CFS, CBEC

Vice President of Case Design

Bio

Liam Behling

Trading Support Specialist

Bio

Samantha Boyle

Marketing Manager

Bio

Kristi Carlson

Chief Financial Officer

Bio

Derek Chesley

Case Design

Bio

Angelina Compston

Accounting and Case Design Associate

Bio

Demetrice Crews

New Business Team

Bio

Kathleen L. Donnelly, CPA

Director of Finance & Accounting

Bio

Samson Dooley

Business Development Analyst

Bio

Colin Dunn

IT Support Specialist

Bio

Adrian Duran, MBA

Vice President, Business Development Officer

Bio

Caitlyn Frament

Director of Business Process Optimization

Bio

JD Gardner, CFA & CMT

Portfolio Manager

Bio

Gregory Freeman

Advanced Planning Specialist

Bio

William George, CLF

Senior Vice President of Business Development

Bio

Will Hackler

Director of Retirement Plans

Bio

Erin Haskell

Compliance Operations Manager

Bio

Peter Kaplan

Vice President, Insurance Solutions

Bio

Carolyn A. Kneeland 

Operations Manager

Bio

Stephen Kolano, CFA

Chief Investment Officer

Bio

Lauraly Lovering

Office Manager

Bio

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Bio

Melissa McAllister

Office Manager

Bio

Andree Mohr

President

Bio

Caitlyn Nelson

Trading and Analyst Support

Bio

John C. Pastore, Jr., CRPC®

Senior Vice President

Bio

Mike Percoskie

Director of Technology

Bio
Paul Saganey

Ashley Plante

Compliance Coordinator

Bio
Paul Saganey

Brad Rafking, CFA

Portfolio Manager

Bio
Paul Saganey

Mohammed Rahman

Senior Accountant

Bio

Jennifer Rapoza

Director of Client Experience

Bio
Paul Saganey

Paul Saganey, CFP®

Founder & CEO

Bio

Robert Sandrew

Chief Growth Officer

Bio

Andy Simpter

Manager of Operations

Bio
shannon sloan

Shannon Sloan

Graphic Designer

Bio

Ellen Smith

Executive Assistant to Paul Saganey

Bio

Cambria St. Germain

Marketing Associate

Bio

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Bio

John Luke Tyner, CFA

Portfolio Manager

Bio

Becca Zophin

Chief Marketing Officer

Bio

Let’s Work Together

Let’s Work Together

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