Broker Check

Meet Our Dedicated Team of Professionals

David Choi, AIF®, CPFA

David Choi, AIF®, CPFA

Chief Client Officer | Wealth Advisor

Whitney Massey

Whitney C. Massey, AIF®, CPFA, C(k)P® 

Wealth Advisor | Certified 401(k) Professional

Jennifer Lee

Jennifer Lee, Client Services

Client Services Manager

Allison Rozell

Allison Rozell

Relationship Manager

The Integrated Partners Team

Andree Mohr

Andree Mohr

Chief Implementation Officer

Becca Zophin

Becca Zophin

Chief Marketing Officer

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

Mike Percoskie

Mike Percoskie

Director of Technology

Raymond J. Lucas, Jr.

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Steve Kolano, CFA

Steve Kolano, CFA

Chief Investment Officer

William Beaudoin, CFS, CBEC

William Beaudoin, CFS, CBEC

Vice President of Case Design