Our Team

Your dedicated team of experts and innovators.

Our Team

Sharon Santopadre, CPA, FPQP™

Director of Client Experience
phone icon

Todd Bessey, CFP®, MBA

Founder | Wealth Advisor
phone icon

Backed by a team of dedicated professionals with over 100 years of combined industry experience, we work collaboratively with the thought leaders at Integrated Partners, an independent financial planning and wealth management firm.  From coordinating and consulting to the delivery and implementation of financial plans, this relationship enables us to innovate as the industry changes and provide a boutique client experience while effectively serving your needs.

Raymond J. Lucas, CFP®, CRPC®

Senior Vice President of FinancialPlanning & Training

Andree Peterson,

Chief Implementation Officer

Gregory Freeman,

Advanced Planning Specialist

Rob Brown, PhD, CFA

Chief Investment Officer

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

Executive Director

Becca Zophin,

Chief Marketing Officer, InTouch Innovations
Get Started Today

We believe in you and where you want to go.

Contact Us