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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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Jill B. Treeful, CPA
Managing Partner

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Cassidy C. King, CRPC®
Financial Planner

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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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Derek Chesley

Case Design

Ryan Damaso, CPA, MST
Tax Partner

Julianne Rotondo
Client Service Representative

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Rob Brown, PhD, CFA
Chief Investment Officer

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Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Operations Officer

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John C. Pastore, Jr., CRPC®

Senior Vice President

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Michael F. Aniceto, CPA, MST
Partner

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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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John G. Cataldo, ESQ.

President – Advisory Services
Chief Legal Officer

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Homer S. Smith IV

CFP®, CRPC®, BFA™, CBEC® 
Director, Integrated Business Alliance

 

Needham Office | 105 Chestnut Street, Suite 10, Needham, MA 02492 | (781) 449-3346

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

This is a solicitation for RIA services only. Ryan Damaso and Cassidy King are registered advisors of Integrated Financial Partners. Investment advice offered through Integrated Financial Partners, doing business as TDA Wealth Management, a registered investment advisor. Jill Treeful and Michael Aniceto are solicitors to Integrated, compensated for solicitor services. Jill Treeful and
Michael Aniceto do not provide investment advice. Jill Treeful and Michael Aniceto are not affiliated with Integrated Financial Partners. Click on the links for a copy of the firm’s ADV and solicitor disclosure statement

Click on the link for a copy of the Client Relationship Summary.