Meet the Team

Expertise. Compassion. Know-how.

Based on a foundation of integrity and trust, our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

Brad Yoder, CPA
Financial Advisor

Austin L Nold, CFP®

Senior Wealth Planner

Christian Bryant, CFA

Investment Specialist

The Integrated Partners Team

Steve Kolano, CFA

Chief Investment Officer

Richard E. Austin, JD, LLM, CIMA®

Executive Director, Estate and Business Planning

William Beaudoin,

CFS, CBEC
Vice President of Case Design

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Gregory Freeman
Advanced Planning Specialist

Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.