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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.

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Jill B. Treeful, CPA

Managing Partner

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Michael F. Aniceto, CPA, MST

Partner

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Ryan Damaso, CPA, MST

Tax Partner

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Cassidy C. King, CRPC®

Financial Planner

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®
Executive Director

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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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

Peter Kaplan

Executive Vice President,

Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

​ Walpole Office | 85 West Street, Suite F302, Walpole, MA 02081 | (781) 449-3346

Cape Cod Office | 258 Main Street, Suite A-1, Buzzards Bay, MA 02532 | (508) 759-6761

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as TDA Wealth Management and its investment advisor representative, Cassidy King.  

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Treeful Damaso Aniceto, Inc. CPAs and its individual partners, Jill B. Treeful, Ryan Damaso, and Michael F. Aniceto, are solicitors to Integrated Partners and are not registered investment advisor representatives. Solicitors do not provide investment advice and are compensated solely for their referral services. Click here for copies of the firm’s ADV , CRS, and solicitor disclosure statement.

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