Real People, Giving Real Advice, Tailored Around Your Needs
Jeff Engelman, CFP®, CIMA®, CRPS®
Financial Strategist—Managing Partner
Shelly Schell, CDFA®
Financial Strategist—Partner
Amy Shroff, AIF®
Financial Strategist—Partner
Robert Single
Financial Strategist – Vice President
Peter Gaide, MBA
Business Development Officer
Tom Gonnella, MBA
Business Development Officer
The Integrated Partners Team
Stephen Kolano, CFA
Chief Investment Officer
JD Gardner, CFA & CMT
Portfolio Manager
John Luke Tyner, CFA
Portfolio Manager
Brad Rafking, CFA
Portfolio Manager
Raymond J. Lucas, Jr., CFP®, CRPC®
Senior Vice President of Financial Planning & Training
William Beaudoin, CFS, CBEC
Vice President of Case Design
Gregory Freeman
Advanced Planning Specialist
Derek Chesley
Case Design
Angelina Compston
Planning Specialist
Richard E. Austin, JD, LLM, CIMA®
Executive Director, Estate and Business Planning
Peter Kaplan
Executive Vice President, Planning and Insurance Solutions
David Moore
Senior Insurance Case Design Specialist
Industry Leading Awards and Credentials
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS
